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。
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
