市場調査レポート - 137292

日本のウェルスマネジメント市場におけるIT支出(〜2014年)

Wealth Management Technology Spending in Japan to 2014

発行 Datamonitor
出版日 ページ情報 英文 60 Pages
価格
日本のウェルスマネジメント市場におけるIT支出(〜2014年) Wealth Management Technology Spending in Japan to 2014
出版日: 2010年11月03日 ページ情報: 英文 60 Pages
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概要

日本のウェルスマネジメント市場におけるIT支出は2005年〜2008年の間に平均1.4%減少しました。このうち、2008年のIT支出は個人資産管理が33.6%を占め、富裕層向けバンキング/ファイナンシャルプランニングが29.5%、大衆富裕層向けバンキング/ファイナンシャルプランニングが24.1%となっています。

当レポートは、日本のウェルスマネジメント市場におけるIT支出についての調査結果をまとめたもので、2005〜2008年のIT支出額の推移と2009〜2014年の予測を各業務分野ごとに紹介し、概略下記の構成でお届けいたします。

概要

  • 本書について
  • サマリー

イントロダクション

  • 本書の利点
  • 定義

日本のウェルスマネジメント市場におけるIT支出

  • 概要
  • 業務分野別のIT支出
  • 品目別のIT支出

富裕層向けバンキング/ファイナンシャルプランニング関連のIT支出

  • 品目別のIT支出
  • 使用場所別のIT支出
  • 機能別のIT支出

個人資産管理関連のIT支出

  • 品目別のIT支出
  • 使用場所別のIT支出
  • 機能別のIT支出

個人資産仲介関連のIT支出

  • 品目別のIT支出
  • 使用場所別のIT支出
  • 機能別のIT支出

大衆富裕層向けバンキング/ファイナンシャルプランニング関連のIT支出

  • 品目別のIT支出

付録

  • 予測方法
  • 関連資料
  • 免責事項

図表

目次

Abstract

Introduction

This Databook provides insight into key technological market dynamics in the Japanese wealth management technology sector. It quantifies technology spending within the wealth management industry from 2005 to 2008 and then forecasts the spending from 2009 to 2014, covering three business locations, six technology sources, and 15 key business functions spanning four lines of business.

Scope

*Overview of wealth management technology spending in Japan

*Technology spending within the high net worth banking and financial planning line of business

*Technology spending within the retail asset management, retail brokerage, and mass affluent banking/financial planning business lines

Highlights

Technology spending within the wealth management industry in Japan declining at a CAGR of 1.4% between 2005 and 2008.

Retail asset management line of business led the wealth management industry accounting for a share of 33.6% of the total technology spending in 2008, followed by high net worth banking and financial planning, and mass affluent banking and financial planning accounting for a share of 29.5% and 24.1%.

Reasons to Purchase

*Develop business strategies by analyzing the spending patterns among various business functions within the wealth management industry in Japan

*Gain insight into initiatives and strategies employed by wealth management institutions to remain competitive

*Understand market sizes and growth trends for key sub-segments within the wealth management technology sector

Table of Contents

TABLE OF CONTENTS
OVERVIEW 1
Catalyst 1
Summary 1
INTRODUCTION 7
Reasons to purchase 7
Definitions 7
JAPAN - WEALTH MANAGEMENT TECHNOLOGY SPENDING 12
Overview 12
Technology spend by line of business 14
Technology spend by source 18
HIGH NET WORTH BANKING AND FINANCIAL PLANNING TECHNOLOGY SPENDING 22
Technology spend by source 22
Technology spend by location 26
Technology spend by business function 29
RETAIL ASSET MANAGEMENT TECHNOLOGY SPENDING 33
Technology spend by source 33
Technology spend by location 37
Technology spend by business function 40
RETAIL BROKERAGE TECHNOLOGY SPENDING 44
Technology spend by source 44
Technology spend by location 48
Technology spend by business function 51
MASS AFFLUENT BANKING AND FINANCIAL PLANNING 55
Technology spend by source 55
APPENDIX 59
Forecasting methodology 59
Further reading 60
Disclaimer 60

LIST OF FIGURES
Figure 1: Wealth management industry, Japan, technology spending ($m), 2005-14 12
Figure 2: Wealth management industry, Japan, technology spending by line of business ($m), 2005-08 14
Figure 3: Wealth management industry, Japan, technology spending by line of business ($m), 2009-14 16
Figure 4: Wealth management industry, Japan, technology spend by source ($m), 2005-08 18
Figure 5: Wealth management industry, Japan, technology spend by source ($m), 2009-14 20
Figure 6: High net worth banking and financial planning, Japan, technology spend by source (%), 2008 22
Figure 7: High net worth banking and financial planning, Japan, technology spend by source ($m), 2005-14 25
Figure 8: High net worth banking and financial planning, Japan, technology spend by location (%), 2008 26
Figure 9: High net worth banking and financial planning, Japan, technology spend by location ($m), 2005-14 28
Figure 10: High net worth banking and financial planning, Japan, technology spend by business function (%), 2008 29
Figure 11: High net worth banking and financial planning, Japan, technology spend by business function ($m), 2005-14 32
Figure 12: Retail asset management, Japan, technology spend by source (%), 2008 33
Figure 13: Retail asset management, Japan, technology spend by source ($m), 2005-14 36
Figure 14: Retail asset management, Japan, technology spend by location (%), 2008 37
Figure 15: Retail asset management, Japan, technology spend by location ($m), 2005-14 39
Figure 16: Retail asset management, Japan, technology spend by business function (%), 2008 40
Figure 17: Retail asset management, Japan, technology spend by business function ($m), 2005-14 43
Figure 18: Retail brokerage, Japan, technology spend by source (%), 2008 44
Figure 19: Retail brokerage, Japan, technology spend by source ($m), 2005-14 47
Figure 20: Retail brokerage, Japan, technology spend by location (%), 2008 48
Figure 21: Retail brokerage, Japan, technology spend by location ($m), 2005-14 50
Figure 22: Retail brokerage, Japan, technology spend by business function (%), 2008 51
Figure 23: Retail brokerage, Japan, technology spend by business function ($m), 2005-14 54
Figure 24: Mass affluent banking and financial planning, Japan, technology spend by source (%), 2008 55
Figure 25: Mass affluent banking and financial planning, Japan, technology spend by source ($m), 2005-14 58
Figure 26: Wealth management industry technology spending, key stages in forecasting 59

LIST OF TABLES
Table 1: Wealth management technology sources - definitions 8
Table 2: Wealth management business locations - definitions 9
Table 3: Wealth management business functions definitions 10
Table 4: Wealth management industry, Japan, technology spending ($m), 2005-14 13
Table 5: Wealth management industry, Japan, technology spending by line of business ($m), 2005-08 15
Table 6: Wealth management industry, Japan, technology spending by line of business ($m), 2009-14 17
Table 7: Wealth management industry, Japan, technology spend by source ($m), 2005-08 19
Table 8: Wealth management industry, Japan, technology spend by source ($m), 2009-14 21
Table 9: High net worth banking and financial planning, Japan, technology spend by source ($m), 2005-08 23
Table 10: High net worth banking and financial planning, Japan, technology spend by source ($m), 2009-14 24
Table 11: High net worth banking and financial planning, Japan, technology spend by location ($m), 2005-08 27
Table 12: High net worth banking and financial planning, Japan, technology spend by location ($m), 2009-14 27
Table 13: High net worth banking and financial planning, Japan, technology spend by business function ($m), 2005-08 30
Table 14: High net worth banking and financial planning, Japan, technology spend by business function ($m), 2009-14 31
Table 15: Retail asset management, Japan, technology spend by source ($m), 2005-08 34
Table 16: Retail asset management, Japan, technology spend by source ($m), 2009-14 35
Table 17: Retail asset management, Japan, technology spend by location ($m), 2005-08 38
Table 18: Retail asset management, Japan, technology spend by location ($m), 2009-14 38
Table 19: Retail asset management, Japan, technology spend by business function ($m), 2005-08 41
Table 20: Retail asset management, Japan, technology spend by business function ($m), 2009-14 42
Table 21: Retail brokerage, Japan, technology spend by source ($m), 2005-08 45
Table 22: Retail brokerage, Japan, technology spend by source ($m), 2009-14 46
Table 23: Retail brokerage, Japan, technology spend by location ($m), 2005-08 49
Table 24: Retail brokerage, Japan, technology spend by location ($m), 2009-14 49
Table 25: Retail brokerage, Japan, technology spend by business function ($m), 2005-08 52
Table 26: Retail brokerage, Japan, technology spend by business function ($m), 2009-14 53
Table 27: Mass affluent banking and financial planning, Japan, technology spend by source ($m), 2005-08 56
Table 28: Mass affluent banking and financial planning, Japan, technology spend by source ($m), 2009-14 57


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