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Wealth and Investment Research Digest H1 2014

  • July 2014
  • -
  • TBRC Business Research
  • -
  • 15 pages

Wealth and Investments Digest H1 2014 finds that the wealth management and investment markets are showing strong signs of recovery after a prolonged period of downturn. The dominant story is one of growth in both wealth management/ private banking and mutual funds with increased opportunities and improving customer attitudes. Other interesting updates include the continued success of US domiciled funds, the impact of advice in the pre-retirement period and findings on global financial literacy.

Some highlights from the Digest include:
- Wealthy Individuals Showing Increased Confidence in the Wealth Management Industry
- State Of The Non Resident Indian (NRI) Investment Market
- Channel Choices of Wealthy Clients
- Financial Literacy Concerns Continue
- US Investment Funds Leading the Way
- Long Term Loyalty of Advisory Customers
- Crucial Role of Advice in The Pre-Retirement Period


The Wealth and Investment Research Digest is a digest of all the most important research in the wealth and retail investments industry each quarter, gathered from over 50 sources including associations, consultants, market intelligence companies, investment banks, and industry participants. It covers the retail investments and wealth management industries globally.

Updated quarterly, the Digest allows you to:
- Quickly update yourself on the latest research findings, gathered and organised for you.
- Get our Expert Analysts’ perspectives on the latest research.
- Link through to the original research to review or purchase.

Table Of Contents

Wealth and Investment Research Digest H1 2014
Wealth and Investments Research Digest H1 2014
Wealth and Investment Research Digest H1 2014
Savings and Investments
Global Assets In Investment Funds Showing Good Growth in Q1 2014
Financial Literacy Low and Divergent Across Geographies
Financial Literacy Higher in Working Years, and in Men
The US Still Owns Half of the World's Mutual Funds
Fund Processing Standardising In Europe
Europe Sees Strong Demand for Funds
Consumers Have Specific Needs From Providers And Advisors During The Pre-Retirement Period
US Middle Income Families Find I Hard To Save
Asset Managers Lose Power to Distributors In The US Retail Investment Market
Younger US Investors Are More Interested In Brokerage Accounts And Use Online Tools Heavily
Retirees Are Much More Diverse In Their Incomes Than FSIs May Assume
Most Clients Stay With Their Financial Adviser Long-Term
Asset Management Offerings for Defined Contribution Funds Not Successful
The Indian Mutual Fund Market Set for Rebound
Wealth Management
Number Of High Net Worth Individuals Growing Rapidly, Led By The Super Rich
Asia Continues To Dominate Fastest Growing Wealth Markets
HNWIs Show Confidence In The Wealth Management Industry
No Single Channel Of Choice For Wealthy Clients
The Most Attractive Financial Services Customers Go Online Most
China Wealth Management Market To Hit $12 Trillion In 2014
US Wealth Managers Benefiting From Rising Stock Market
The European High Net Worth Market Set For Growth
State Of Malaysian Wealth Market Development
State Of The Non Resident Indian (NRI) Investment Market
Chinas Online Wealth Management Market Heating Up Through Online Entrants
Australian Wealth Market Negatively Affected by FoFA
Appendix
Abbreviations
Currencies
Wealth and Investments Research Digests
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