1. Market Research
  2. > Financial Services
  3. > Banking
  4. > Private Banking Market Trends
  5. > Discretionary Mandates: Implications for Wealth Managers

Discretionary Mandates: Implications for Wealth Managers

  • March 2014
  • -
  • Verdict Financial
  • -
  • 44 pages

Summary
Demand for discretionary mandates remains very uneven across the world. Europe and the US still account for the bulk of the market, but the majority of the growth in discretionary assets will come from developing markets in Asia Pacific and the Middle East. Private wealth managers will have to ensure that their propositions appeal to both established and developing markets.


Synopsis
- Analyze the global market for discretionary mandates in 20 key HNW markets, including Australia, the UK, and the US.
- Interpret trends in HNW demand for discretionary mandate services.
- Understand best-practice examples from leading discretionary asset managers.

Reasons To Buy
- In which countries is the demand for discretionary mandates the greatest?
- Where will discretionary asset management see the greatest growth in demand?
- What features do HNW individuals look for in their discretionary investments?
- What investments do wealth managers need to make to shape their offerings effectively?

Key Highlights
The trend for discretionary asset management provides an opportunity to increase the steady fee income that is one of the key business benefits of discretionary mandates. This is not to say that there will not be challenges; wealth managers need to take care to invest in those areas that will see the most growth in HNW client demand.

Investments in mobile and online access are key for wealth managers looking to grow, and constant improvements to the service are required. At the same time as these investments in functionality are made for clients, discretionary services will have to become more efficient and cost effective as margins remain pressured.

Table Of Contents

Discretionary Mandates: Implications for Wealth Managers

View This Report »

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 24 Million searchable statistics with tables, figures & datasets
  • More than 10,000 trusted sources
24/7 Customer Support

Talk to Veronica

+1 718 514 2762

Purchase Reports From Reputable Market Research Publishers
Wealth Management Super League 2016; Comparing the performance of the world%s leading wealth managers

Wealth Management Super League 2016; Comparing the performance of the world%s leading wealth managers

  • $ 5250
  • Industry report
  • October 2016
  • by Verdict Financial

Summary At the end of 2015, client assets booked with the world's 25 leading private wealth managers grew by 0.9%. The top three rankings remained unchanged, with Switzerland's UBS leading the way, followed ...

Wealth in the UK: Competitive Dynamics 2016

Wealth in the UK: Competitive Dynamics 2016

  • $ 3450
  • Industry report
  • November 2016
  • by Verdict Financial

Summary Since the introduction of the Retail Distribution Review (RDR) in 2012, the UK wealth management competitive landscape has undergone a steady evolution. New business models have emerged as both ...

Wealth in China: HNW Investors; Understanding HNW investors and wealth management strategies.

Wealth in China: HNW Investors; Understanding HNW investors and wealth management strategies.

  • $ 3450
  • Industry report
  • August 2016
  • by Verdict Financial

Summary The Chinese private banking industry is hard to penetrate. However, wealth managers that are aware of the local make-up of the HNW market will find it to be highly profitable. Chinese HNW investors ...


ref:plp2014

Reportlinker.com © Copyright 2016. All rights reserved.

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