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Self-Directed Investments: Implications for Wealth Managers

  • 32 pages, published in November 2013
  • By GlobalData
  • Report Number: 3375775

Summary

Table of Contents

Summary
The availability of online platforms has increased the ease and attractiveness of self-directed investments for high net worth (HNW) individuals, although regional availability and take-up varies. Asia Pacific HNW individuals are most inclined to independently invest their wealth, while US HNW individuals self-direct the smallest proportion of their wealth.


Synopsis
- Analyze the current self-directed investments market in 20 global wealth markets including Australia, the UK, and the US.
- Analyze the current self-directed investments market in 20 global wealth markets including Australia, the UK, and the US.
- Understand best practice examples from competitors within the self-directed industry.

Reasons To Buy
- Where is the demand for self-directed investments the greatest?
- In which regions will self-directed investment see the greatest growth?
- What are the motivations behind why HNW individuals self-direct their investments?
- How is the competition reacting to the self-directed market?

Key Highlights
The reasons why HNW individuals decide to invest can be understood in two ways. Firstly, the level of economic development tends to create different motives for HNW individuals independently investing their wealth. Secondly, the background of the investor is an important indicator of their willingness to self-direct their investments.

The trend for self-directed investment provides both a threat and an opportunity for wealth managers. Brokerages are a potential threat to the traditional advised wealth management business, especially providers such as Fidelity which offer exclusive products and services for HNW individuals.

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