1. Market Research
  2. > Financial Services
  3. > Banking
  4. > Retail Banking Market Trends
Wealth in the UK: Sizing the Market Opportunity; Sizing the wealth market in the UK and its growth potential., Canadean Ltd

Wealth in the UK: Sizing the Market Opportunity; Sizing the wealth market in the UK and its growth potential., Canadean Ltd

  • March 2016
  • 54 pages
  • ID: 3702000
  • Format: PDF
  • By GlobalData

Summary

Table of Contents

Search Inside

Summary
The UK savings and investments market is dominated by deposits, which account for more than half of all liquid assets in the country. However, the growth of the market is fueled mainly by mutual funds, which have performed well even in times of capital market unsteadiness. Mutual funds have consequently attracted a constant flow of new money. Thanks to this, UK liquid assets have been growing since the end of the financial crisis, although a slowdown in recent years has been apparent

Key Findings
- Affluent individuals represent just over a quarter of the UK population but hold 91.7% of the UK's liquid assets.

- UK wealth is concentrated mainly in London and the South East, but other regions should grow faster in the near future.

- 52.2% of UK savings are held in deposits (most of it in instant access accounts), but the solid performance of mutual funds has been attracting inflows to this asset class.

- Despite holding 12.1% of their investment portfolios in commodities, property, and alternatives, the UK's wealthiest individuals show a strong preference towards liquid products.

- Tax efficiency remains the main driver for high net worth (HNW) individuals opting to offshore wealth.

Synopsis
Wealth in the UK: Sizing the Market Opportunity analyzes the UK's wealth and retail savings and investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets.Specifically, the report:

- Sizes the affluent market (both by the number of individuals and the value of their liquid assets) using Verdict Financial's proprietary datasets.

- Analyzes which asset classes are favoured by UK investors and how their preferences impact the growth of the total savings and investments market.

- Examines HNW clients' attitudes towards non-liquid investments, such as property and commodities.

- Identifies key drivers and booking centers for offshore investments.

Reasons To Buy
- Benchmark your share of the UK wealth market against the current market size.

- Forecast your future growth prospects using our projections for the market to 2019.

- Identify your most promising client segment by analyzing the penetration of affluent individuals in the UK - both at the country and regional level.

- Evaluate your HNW proposition by understanding how the ever-changing UK tax system affects your HNW clients.

- Review your offshore strategy by learning about the HNW motivations for offshore investments and their preferred booking centers.

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 150+ Million searchable statistics with tables, figures & datasets
  • More than 25,000 trusted sources
25% Off

($3450)

  • 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:
Testimonials

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
Ikea

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
Ingredion

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

FAQ
  • How we can help
    • I am not sure if the report I am interested in will fulfill my needs. Can you help me?
    • Yes, of course. You can call us at +33(0) 4 37 65 17 03 or drop us an email at researchadvisor@reportlinker.com to let us know more about your requirements.
    • We buy reports often - can ReportLinker get me any benefits?
    • Yes. Set up a call with a Senior Research Advisor to learn more - researchadvisor@reportlinker.com or +33(0) 4 37 65 17 03.
    • I have had negative experiences with market research reports before. How can you avoid this from happening again?
    • We advise all clients to read the TOC and Summary and list your questions so that we can get more insight for you before you make any purchase decision. A research advisor will accompany you so that you can compare samples and reports from different sources, and choose the study that is right for you.

  • Report Delivery
    • How and when I will receive my Report?
    • Most reports are delivered right away in a pdf format, while others are accessed via a secure link and access codes. Do note that sometimes reports are sent within a 12 hour period, depending on the time zones. However, you can contact us to escalate this. Should you need a hard copy, you can check if this option is offered for the particular report, and pay the related fees.
  • Payment conditions
    • What payment methods do you accept?
      1. Credit card : VISA, American Express, Mastercard, or
      2. You can download an invoice to pay by wire transfer, check, or via a Purchase Order from your company, or
      3. You can pay via a Check made out in US Dollars, Euros, or British Pounds for the full amount made payable to ReportLinker
    • What are ReportLinker’s Payment Terms?
    • All payments must normally be submitted within 30 days. However, you can let us know if you need extended time.
    • Are Taxes and duties included?
    • All companies based in France must pay a 20% tax per report. The same applies to all individuals based in the EU. All EU companies must supply their VAT number when purchasing to avoid this charge.
    • I’m not satisfied. Can I be refunded?
    • No. Once your order has been processed and the publisher has received a notification to send you the report, we cannot issue any refund or cancel any order. As these are not ‘traditional’ products that can be returned, reports that are dispatched are considered to be ‘consumed’.
  • User license
    • The license that you should acquire depends on the number of persons that need to access the report. This can range from Single User (only one person will have the right to read or access the report), or Department License (up to 5 persons), to Site License (a group of persons based in the same company location), or Corporate License (the entire company personnel based worldwide). However, as publishers have different terms and conditions, we can look into this for you.
Purchase Reports From Reputable Market Research Publishers
Tax Management Market by Component, Tax Type, Deployment Mode, Organization Size, Vertical And Region - Global Forecast to 2024

Tax Management Market by Component, Tax Type, Deployment Mode, Organization Size, Vertical And Region - Global Forecast to 2024

  • $ 5650
  • February 2020

Increasing volume of financial transactions across verticals due to digitalization, complex nature of the tax system, and vigilance of tax administrators.The global tax management market is expected to ...

Trusts & Estates in the US - Industry Market Research Report

Trusts & Estates in the US - Industry Market Research Report

  • $ 1020
  • December 2019

Growing trust: The growing number of wealthy households is expected to boost industry assetsAbstractTrusts & Estates in the USRevenue for the Trusts and Estates industry, composed primarily of capital ...

Robo-Advice - Thematic Research

Robo-Advice - Thematic Research

  • $ 1950
  • December 2019

Robo-Advice - Thematic ResearchSummaryThis report analyzes the impact of robo-advice on financial services, with a focus on the prospects of different types of robo-advice in wealth management.It discusses ...

FinTrack: January 2020 $ 1295 January 2020


ref:plp2016

Reportlinker.com © Copyright 2020. All rights reserved.

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

Make sure you don’t miss any news and follow us on