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世界の資産管理市場のビジネスモデル:将来予測

2020 Foresight Report: No Magic Bullet - Wealth Management Models

発行 Timetric 商品コード 270378
出版日 ページ情報 英文 79 Pages
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世界の資産管理市場のビジネスモデル:将来予測 2020 Foresight Report: No Magic Bullet - Wealth Management Models
出版日: 2013年05月07日 ページ情報: 英文 79 Pages
概要

資産管理部門は世界の金融サービス市場で最も将来性の高い部門の一つです。しかし、世界各国の金融危機や、資本市場の乱高下、より安全な資産への資本逃避などにより、市場縮小のリスクが高まってきました。各企業は様々なビジネスモデルを用意し、富裕層(HNWI)の顧客の様々なニーズに応えようとしています。

当レポートでは、世界の資産管理市場におけるビジネスモデルの開発・導入傾向について分析し、資産管理市場の構造と近年の動向、代表的企業での取り組みとその成果、今後の資産管理市場の将来動向、各地域の今後の詳細動向などを調査・推計して、その結果を概略以下の構成でお届けします。

第1章 エグゼクティブ・サマリー

第2章 資産管理市場のビジネスモデル

  • 銀行・カストディ機関
    • 主な傾向と促進要因
  • 証券ブローカー・ディーラー(株式仲買人)
    • 主な傾向
  • 資産管理会社
    • 主な傾向
  • シングルファミリーオフィスとマルチファミリーオフィス
    • シングル/マルチ・ファミリーオフィスの概要
    • 主な傾向

第3章 資産管理業界に導入されているベストプラクティスの枠組み

  • Julius Baer:移行的な企業買収
    • 目的
    • 戦略
    • 資産管理ビジネスモデルへの影響度と結果
    • 今後の成長見通し
  • RBC Wealth Management:統一管理口座プログラムの導入
    • 目的
    • 導入された戦略:オープン・アーキテクチャー
    • 結果
    • 資産管理ビジネスモデルへの影響度と結果
  • AMP Wealth Management:顧客との関係性強化による、顧客への提唱の促進
    • 直面している課題
    • 導入された戦略
    • 結果
    • 今後の見通しと市場機会
  • UBS:規模・範囲・統合に対する賛成・反対意見
    • 直面している課題
    • これまで導入された様々な戦略とその結果
    • 規模と範囲
    • 事業拡大計画
  • Goldman Sachs:相乗効果の創出
    • 資産管理市場での相乗効果(シナジー)の創出
    • 資産管理ビジネスモデルの欠陥
    • 新たに再定義されたビジネスモデル

第4章 資産管理モデル:競争環境と産業のダイナミズム

  • 資産管理モデルの環境の定義
  • 市場浸透度の水準
    • 先進国市場の分析
    • 新興国市場の分析
  • 市場集中度
    • 先進国市場の分析
    • 新興国市場の分析
  • 市場統合
    • 先進国市場の分析
    • 新興国市場の分析

第5章 市場規模

  • 世界市場の規模
  • アジア太平洋地域
    • 地域市場の規模と予測
  • 南北アメリカ
    • 地域市場の規模と予測
  • 欧州
    • 地域市場の規模と予測

第6章 付録

図表一覧

目次
Product Code: WI0003FR

Synopsis

The report provides analysis, information and insights into wealth management models used by wealth management companies globally:

  • The report provides a global snapshot of various wealth management business models adopted, their market size and future outlook
  • The report provides a comprehensive analysis of the respective market size, future outlook and competitive landscape of leading wealth management companies
  • The report provides an analysis of trends and drivers driving the growth of various wealth management models
  • The report provides a detailed analysis of best practices adopted by various wealth management companies across wealth management models

Summary

Wealth management is one of the most promising segments of the global financial services sector due to the emerging markets in Asia and Latin America. However, downside risks have intensified due to financial crises, volatility in capital markets, the movement of capital to relatively safe assets and regions, and increased regulatory pressures and norms. Competitors specialize in various business models in order to cater to the diverse needs of high net worth individual (HNWI) clients. The segment's participants differ in terms of size, corporate structure and clients. Such levels of diversification indicate that the wealth management segment can sustain a variety of profitable business models. Wealth management business models differ in terms of firms, size, corporate structure, clients targeted and revenue generated. Many firms and organizations share common features in terms of their core activities, company history, operations and services, providing a basis for rudimentary or arbitrary business model classifications. It is possible to identify basic wealth management models based around banks or other custodial institutions; broker-dealers and stockbrokers; and investment managers and family offices. These models are not mutually exclusive. One by-product of financial integration means that wealth management firms with a banking background, often have both broking and investment management arms. Similarly, many broking firms have diversified into investment management and other activities to generate more reliable and higher-quality revenue streams.

Scope

  • This report provides a comprehensive analysis of wealth management models adopted by various wealth management companies in the financial services industry
  • It provides information on current market size and future prospects of the wealth management industry in developed and emerging markets
  • It details various approaches adopted by wealth market operators defining their business model and the scope and benefit underlying thereafter in order to target customers across the industry
  • It details the level of market penetration, concentration and consolidation of wealth management models in developed and emerging economies

Reasons To Buy

  • Assess the wealth management business models of leading companies in the wealth management industry
  • Assess the trends and drivers and the implications on wealth management models
  • Make strategic business decisions using historic and forecast market data related to the wealth management business in key regions including Asia-Pacific, Americas and Europe
  • It details the various trends and drivers impacting the growth and profitability of wealth management business models

Table of Contents

1. Executive Summary

2. Wealth Management Business Models

  • 2.1. Bank and Custodial Institutions
    • 2.1.1. Key trends and drivers
  • 2.2. Broker-Dealers (Stockbrokers)
    • 2.2.1. Key trends
  • 2.3. Asset/Wealth Managers
    • 2.3.1. Key trends
  • 2.4. Single Family Offices and Multi-Family Offices
    • 2.4.1. Outlook of single and multi-family offices
    • 2.4.2. Key trends

3. Best Practices Framework Adopted by Wealth Management Segment

  • 3.1. Julius Baer: A Transformational Acquisition
    • 3.1.1. Objective
    • 3.1.2. Strategy
    • 3.1.3. Impact and result on the wealth management business model
    • 3.1.4. Future growth and expansions
  • 3.2. RBC Wealth Management: Establishment of a Unified Management Account Program
    • 3.2.1. Objective
    • 3.2.2. Strategy adopted: an open architecture
    • 3.2.3. Implementation
    • 3.2.4. Impact and result on the wealth management model
  • 3.3. AMP Wealth Management: Strengthening Relationship with Customers to Drive Customer Advocacy
    • 3.3.1. Challenges faced
    • 3.3.2. Strategy adopted
    • 3.3.3. Results
    • 3.3.4. Future outlook and opportunities
  • 3.4. UBS: the Pros and Cons of Size, Scope and Integration
    • 3.4.1. Challenges faced
    • 3.4.2. Various strategy adopted and its implications
    • 3.4.3. Size and scope
    • 3.4.4. Expansion plans
  • 3.5. Goldman Sachs: Generating synergies
    • 3.5.1. Creating synergy in the wealth management segment
    • 3.5.2. Wealth management business model flaws
    • 3.5.3. A new redefined business model

4. Wealth Management Models-Competitive Landscape and Industry Dynamics

  • 4.1. Defining the landscape of wealth management model
  • 4.2. Level of Market Penetration
    • 4.2.1. Analysis of key developed markets
    • 4.2.2. Analysis of key emerging markets
  • 4.3. Concentration
    • 4.3.1. Analysis of key developed markets
    • 4.3.2. Analysis of key emerging markets
  • 4.4. Consolidation
    • 4.4.1. Analysis of key developed markets
    • 4.4.2. Analysis of key emerging markets

5. Market Sizing

  • 5.1. Global Market Size
  • 5.2. Asia-Pacific
    • 5.2.1. Regional market size and forecast
  • 5.3. Americas
    • 5.3.1. Regional market size and forecast
  • 5.4. Europe
    • 5.4.1. Regional market size and forecast

6. Appendix

  • 6.1. Methodology
  • 6.2. Definition
  • 6.3. Background
  • 6.4. Contact Us
  • 6.5. About Timetric
  • 6.6. Disclaimer

List of Tables

  • Table 1: Top-20 Wealth Managers in the US by AuM, 2011
  • Table 2: Acquisitions Across Wealth Management Models in Developed Markets
  • Table 3: Acquisitions Across Wealth Management Models in Emerging Markets
  • Table 4: Top-10 Key Global Private Banks by AuM
  • Table 5: Top-10 Major Global Wealth Managers by AuM
  • Table 6: Top-10 Global Family Offices by AuM
  • Table 7: Growth of HNWIs in Asia-Pacific Region by Volume (Million), 2008-2017
  • Table 8: Growth of HNWI Wealth in Asia-Pacific Region by Value (Trillion), 2008-2017
  • Table 9: HNWI Population in Asia-Pacific Wealth Management Segment (Number in Thousands), 2008-2012
  • Table 10: Top-10 Private Banks in Asia-Pacific by AuM
  • Table 11: Top-10 Wealth Managers in Asia-Pacific by AuM
  • Table 12: Top-10 Family Offices in Asia-Pacific by AuM
  • Table 13: Growth of HNWIs in the Americas Region by Volume (Million), 2008-2017
  • Table 14: Growth of HNWI Wealth in the Latin American Region by Value (Trillion), 2008-2017
  • Table 15: HNWI Population in the Americas Wealth Segment (Number in Thousands), 2008-2012
  • Table 16: Top-10 Private Banks in the Americas by AuM
  • Table 17: Top-10 Wealth Managers in the Americas by AuM
  • Table 18: Top-10 Private Banks in the Americas by AuM
  • Table 19: Growth of HNWIs in European Region by Volume (Million), 2008-2017
  • Table 20: Growth of HNWIs Wealth in European Region by Value (US$ Trillion), 2008-2017
  • Table 21: HNWI Population in the European Wealth management Segment (Number in Thousands), 2008-2012
  • Table 22: Top-10 Private Banks in Europe by AuM
  • Table 23: Top-10 Wealth Managers in Europe by AuM
  • Table 24:Top-10 Family Offices in Europe by AuM
  • Table 25: HNWI Wealth Band and Group Definitions

List of Figures

  • Figure 1: Trends and Profitability Drivers Impacting the Overall Profitability of Wealth Management Firms
  • Figure 2: Outlook of Family Offices in Canada, 2012
  • Figure 3: Outlook of Family Offices in US, 2011
  • Figure 4: Gap Analysis by SWOT of Single Family Office in Luxembourg
  • Figure 5: Gap Analysis by SWOT of Multi Family Office in Luxembourg
  • Figure 6: Geographical Origins of Clients and Targets with Respect to Family Offices Market
  • Figure 7: Framework of Julius Bear Group on Acquisition in Wealth Management
  • Figure 8: Framework of RBC Wealth Management's Case Study
  • Figure 9: Framework of AMP Wealth Management's Case Study
  • Figure 10: Framework of UBS Wealth Management's Case Study
  • Figure 11: Transformation in Business Model for Changing Requirements of Clients
  • Figure 12: Market Penetration of UHNWIs in Developed Markets (%), 2012
  • Figure 13: Market Penetration of UHNWIs in Emerging Markets (%), 2012
  • Figure 14: Degree of Concentration of Wealth Management in Developed Markets, 2012
  • Figure 15: Degree of Concentration of Wealth Management in Emerging Markets, 2012
  • Figure 16: Global Map Depicting Degree of Concentration of Wealth Management in Various Markets, 2012
  • Figure 17: Global Snapshot of HNWI Wealth and Population, 2012
  • Figure 18: Global Number of HNWIs (Million), 2012
  • Figure 19: Total Number of HNWIs in Various Regions of the World (Million), 2012
  • Figure 20: Value of Global HNWIs' Wealth (US$ Trillion), 2012
  • Figure 21: Share of AuM Under Key Models
  • Figure 22: Snapshot of Asia-Pacific HNWI Wealth and Population, 2012
  • Figure 23: Growth of HNWIs in Asia-Pacific Region by Volume (Millions), 2008-2017
  • Figure 24: Growth of HNWI Wealth in Asia-Pacific Region by Value (Trillions), 2008-2017
  • Figure 25: Snapshot of Asia-Pacific HNWI Population by Key Countries (Number in Thousands), 2008-2012
  • Figure 26: Investable Wealth in Key Countries and Drivers
  • Figure 27: Growth Prospects of Investable Wealth in Key Countries and Drivers
  • Figure 28: Snapshot of the America HNWI Wealth and Population, 2012
  • Figure 29: Growth of HNWIs in the Americas Region by Volume (Million), 2008-2017
  • Figure 30: Growth of HNWI Wealth in Americas by Value (Trillions), 2008-2017
  • Figure 31: Snapshot of Americas HNWI Population by Key Countries (Number in Thousands), 2008-2012
  • Figure 32: Investable Wealth in Key Countries and Drivers, 2008-2017
  • Figure 33: Snapshot of European HNWI Wealth and Population, 2012
  • Figure 34: Growth of HNWIs in European Region by Volume (Millions), 2008-2017
  • Figure 35: Growth of HNWIs Wealth in European Region by Value (US$ Trillion), 2008-2017
  • Figure 36: Snapshot of the European HNWI Population by Key Countries (in Thousands), 2008-2012
  • Figure 37: Investable Wealth in Key Countries and Drivers
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