1. Market Research
  2. > Financial Services
  3. > Banking
  4. > Private Banking Market Trends

2013 in Review: Global Wealth Management

  • January 2014
  • 21 pages
  • GlobalData
Report ID: 3375776


Table of Contents

2013 was an interesting year for global wealth management. Social media and self-directed investment continued to challenge wealth managers' business models, alongside new regulation including the RDR. In terms of the competitive environment Western Europe was the hub of Mandamp;A activity, while Julius Baer continued to fill the headlines with its take-over of Merrill Lynch's business.

- Analyze the global trends that characterized the wealth management industry in 2013.
- Learn how competitors reacted to the year's challenges.
- Understand how the balance of global wealth shifted in 2013.

Reasons To Buy
- What were the industry realities of 2013?
- How did the regulatory environment impact the industry in 2013?
- Which wealth managers were most active in Mandamp;A, product innovation, or staffing?
- How did the balance of the global wealth market change?

Key Highlights
The highlight of the product and service environment in 2013 was self-directed investment, which is both a challenge and an opportunity for wealth managers. In addition, social media was increasingly used in 2013 as a method of client servicing, signaling that wealth managers are finally realizing the benefits of social media.

Regulation continued to have an impact on the wealth management industry. The RDR, FACTA, and MiFID II all promise to alter the way in which wealth managers serve their clients.

Western Europe was the hub for Mandamp;A activity, with large wealth managers buying and selling units in different countries. On a global scale the take-over of Merrill Lynch units by Julius Baer continued to fill the headlines.

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 60 Million searchable statistics with tables, figures & datasets
  • More than 25,000 trusted sources
  • Single User License — provides access to the report by one individual.
  • Department License — allows you to share the report with up to 5 users
  • Site License — allows the report to be shared amongst all employees in a defined country
  • Corporate License — allows for complete access, globally.

Ahmad helps you find the right report:


The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

We were impressed with the support that ReportLinker’s research specialists’ team provided. The report we purchased was useful and provided exactly what we want.

Category Manager at

ReportLinker gave access to reliable and useful data while avoiding dispersing resources and spending too much time on unnecessary research.

Executive Director at
PwC Advisory

The customer service was fast, responsive, and 100% professional in all my dealings (...) If we have more research needs, I'll certainly prioritize working with ReportLinker!

Scott Griffith

Vice President Marketing at
Maurice Sporting Goods

The research specialist provided prompt, helpful instructions for accessing ReportLinker's product. He also followed up to make sure everything went smoothly and to ensure an easy transition to the next stage of my research

Jessica P Huffman

Research Associate at
American Transportation Research Institute

Excellent customer service. Very responsive and fast.

Director, Corporate Strategy at

I reached out to ReportLinker for a detailed market study on the Air Treatment industry. The quality of the report, the research specialist’s willingness to solve my queries exceeded my expectations. I would definitely recommend ReportLinker for in-depth industry information.

Mariana Mendoza

Global Platform Senior Manager at
Whirlpool Corporation

Thanks! I like what you've provided and will certainly come back if I need to do further research works.

Bee Hin Png

CEO at
LDR Pte Ltd

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

Purchase Reports From Reputable Market Research Publishers

Advisory Asset Management: HNW Demand and Drivers

  • $ 5250
  • Industry report
  • March 2017
  • by GlobalData

Advisory Asset Management: HNW Demand and Drivers Summary Globally over 25% of HNW individual’s portfolio is invested via advisory services, with markets in Asia Pacific displaying the strongest affinity ...

HNW Offshore Investment: Drivers and Motivations 2017

  • $ 5250
  • Industry report
  • April 2017
  • by GlobalData

HNW Offshore Investment: Drivers and Motivations 2017 Summary At a global level, 18.7% of HNW wealth is invested outside one’s country of residence. Almost a quarter of these assets are offshored fo ...

Wealth in Hong Kong: Sizing the Market Opportunity 2017

  • $ 3450
  • Industry report
  • January 2017
  • by GlobalData

Summary Almost 60% of the Hong Kong adult population is considered affluent, comparable to markets in the developed West like Switzerland, while wealth growth rates still resemble those found in emerging ...

Wealth In The Us: Hnw Investors

February 2017 $ 3450


Reportlinker.com © Copyright 2017. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.