リテールウェルスマネジメントの革新

個人投資家の数は、パンデミック期間中に大幅に増加し、新興富裕層の投資家は2021年だけで18.2%増加しました。一方、大衆富裕層の投資家は前年比8.8%増となっています。多くのフィンテック企業や既存のウェルスマネージャーは、この拡大する投資家層の投資ニーズに経済的に対応するための新しい商品、サービスモデル、技術を展開しています。

当レポートでは、世界のリテールウェルスマネジメント市場について調査分析し、個人投資家へのアプローチに利用されている主要テクノロジー、ビジネスモデル、チャネルの動向、進化するチャネルの行動、プロバイダーの嗜好、商品の保有状況に関する最新の消費者調査データ、企業レベルのケーススタディ洞察等に関する情報を提供しています。

目次

目次

• 市場概要
• サブスクリプションモデル
• ESG投資
• パーソナル化
• リテール代替品
• オフショア投資

付録

This report provides a roundup of innovations within the global retail wealth management market, including subscription models, personalization, and offshore investments.

The number of retail investors grew substantially over the course of the pandemic, with the number of emerging affluent investors rising 18.2% in 2021 alone. Meanwhile, mass affluent investors increased by 8.8% year on year. The larger investor pool has spurred a renewed interest in serving the investment needs of consumers with modest portfolios. A number of fintechs and established wealth managers have rolled out new products, service models, and technology to economically address the investment needs of this growing investor class.

Scope

• 2022 global GDP growth has been revised down from 4.4% to 3.5%. Revisions of a similar magnitude preceded the 2008 and 2020 recessions.
• The subscription model truly arrived in wealth when Charles Schwab adopted it for Intelligent Portfolios Premium - the company's hybrid robo-advice offering.
• The beginnings of widespread customization of client portfolios was mainstreamed by the deployment of services from major online brokers such as TD Ameritrade.

Reasons to Buy

• Understand the key technology, business models, and channels trends being used to reach out to retail investors.
• Access the latest consumer survey data on evolving channel behavior, provider preferences, and product holdings.
• Access firm-level/case study insights on leading players within retail wealth management.

Table of Contents

Table of Contents

• Market Overview
• Subscription Models
• ESG Investing
• Personalization
• Retail Alternatives
• Offshore Investments

Appendix