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Insight Report:資産管理における革新的な顧客セグメンテーション

Insight Report: Innovative Client Segmentation in Wealth Management

発行 Wealthinsight 商品コード 311851
出版日 ページ情報 英文 76 Pages
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Insight Report:資産管理における革新的な顧客セグメンテーション Insight Report: Innovative Client Segmentation in Wealth Management
出版日: 2014年09月01日 ページ情報: 英文 76 Pages
概要

当レポートでは、資産管理会社やプライベートバンクが採用している新しいセグメンテーション戦略について調査分析し、世界の資産管理市場の概要、資産管理実務におけるイノベーション、ブランドロイヤルティの分析、資産管理におけるイノベーションの将来について、体系的な情報を提供しています。

第1章 イントロダクション

第2章 エグゼクティブサマリー

第3章 世界の資産管理市場の概要

  • 資産管理部門の概要

第4章 資産管理実務におけるイノベーション

  • セグメンテーション戦略:人口統計動向別
  • ポートフォリオの意思決定に影響を与える富の源や累積資産
  • イノベーションや投資へ向かう国籍・地域・民族の考え方
  • 非金融/金融商品・サービスに対する消費者の考え方

第5章 ブランドロイヤルティ

  • 価格設定戦略
  • 技術の進歩とカスタマーエクスペリエンス

第6章 資産管理におけるイノベーションの将来

第7章 WealthInsightについて

図表

目次
Product Code: WI0014FR

This report provides an in-depth analysis of new segmentation strategies adopted by wealth management firms and private banks following the 2008 financial crisis, and their implications on the wealth management sector.

Summary

Increased competition, together with the rise of DIY investment platforms, have encouraged wealth management firms to adopt new segmentation strategies to target customers.

The new segmentation strategies emerged to accommodate the complex needs of private individual clients by targeting them according to their interests, needs, behavior and attitudes to investments, instead of by demographic trends. This method thus allows wealth management firms to focus on customers' specific needs and provide customized products and services. It also allows firms to increase their profit margins by providing the right products and services.

Wealth management firms are also increasingly adopting technological advances to cater to the needs of modern customers and young HNWIs.

Scope

The report covers the following areas:

  • An overview of the global wealth management market
  • Innovation in wealth management practice
  • Analysis of brand loyalty
  • The future of innovation in wealth management

The report is based on a unique analysis of WealthInsight's proprietary HNWI database comprising more than 100,000 individuals, and focuses on four regions: the Americas, Europe, Asia-Pacific, and the Middle East and Africa.

Reasons To Buy

Take informed business decisions and build better business strategies using the latest information on the development of new segmentation strategies in wealth management.

Table of Contents

1. Introduction

  • 1.1. What is this Report About?
  • 1.2. Definitions and Scope

2. Executive Summary

3. An Overview of the Global Wealth Management Market

  • 3.1. A Snapshot of the Wealth Management Sector

4. Innovation in Wealth Management Practice

  • 4.1. Segmentation Strategies by Demographic Trends
    • 4.1.1. Key Trends and Market Developments
    • 4.1.2. Key strategies to capture HNWIS by age, gender, and occupation
  • 4.2. Source of Wealth and Cumulative Wealth Affect on Portfolio Decision Making
    • 4.2.1. Key trends and market developments
    • 4.2.2. Key strategies to capture HNWIS by source of wealth and wealth band
  • 4.3. Nationality, Religion and Ethnic Attitude towards Innovation and Investments
    • 4.3.1. Key Trends and Market Developments
    • 4.3.2. Key Strategies to Capture HNWIs by Nationality, Religion and Ethnic Attitude
  • 4.4. Consumer Attitude towards Non-financial and Financial Products and Services
    • 4.4.1. Attitude towards non-financial interests
    • 4.4.2. Attitude towards investments in capital markets and equities
    • 4.4.3. Attitude towards alternative investments

5. Brand Loyalty

  • 5.1. Pricing Strategy
    • 5.1.1. Transparency and Pricing Strategy
  • 5.2. Technological Advancement and Customer Experience

6. The Future of Innovation in Wealth Management

7. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Wealth Management - Current Dynamics and Future Outlook, 2014
  • Table 3: Key Trends and Outlook
  • Table 4: Wealth Management Needs of Female HNWIs
  • Table 5: Snapshot of Segmentation and Targeting Strategies
  • Table 6: HNWI Analysis by Wealth Band (%), 2013
  • Table 7: Product Offerings - Family Offices, 2014
  • Table 8: Wealth Management Workshops and Conferences by Companies, 2014
  • Table 9: Wealth Management DIY Investment Facilities, 2014
  • Table 10: Wealth Management Services for Entrepreneurs, 2014
  • Table 11: Top 10 Markets for Immigrant Entrepreneurs (%), 2014
  • Table 12: Select list of Islamic Bank
  • Table 13: Top 10 Cities for Wealth Management (Thousand), 2013
  • Table 14: Philanthropic Wealth Management Services in Developed Economies, 2014
  • Table 15: Philanthropic Wealth Management Services in Emerging Economies, 2014
  • Table 16: Wealth Management Companies' Philanthropic Initiatives
  • Table 17: Investment Footprint in Asset Classes Among the Young and the Old HNWIs in the US (%), 2014
  • Table 18: Problems Associated with Complex Investment Products, 2014
  • Table 19: Global Collectibles Market Representation (Volume), 2008-2012
  • Table 20: Wealth Management Services on Art-related Investments, 2014
  • Table 21: Classic Cars Funds Offered By Wealth Management Companies, 2014
  • Table 22: Wine Funds from Wealth Management Companies, 2014
  • Table 23: Emerging Pricing Strategies in Wealth Management
  • Table 24: Cloud Computing in Wealth Management
  • Table 25: Wealth Management Companies' Usage of Cloud Technology
  • Table 26: Wealth Management Companies Signing Up With Technology Vendors
  • Table 27: Use of Analytics by Wealth Management Companies
  • Table 28: Wealth Management Companies Providing Online Services
  • Table 29: Wealth Management Companies' Social Media Activities
  • Table 30: Wealth Management Companies' Usage of Security Solution
  • Table 31: Wealth Managers Future Strategies
  • Table 32: Wealth Management Sector Transformation

List of Figures

  • Figure 1: Global HNWI Population (Millions), 2008 and 2013
  • Figure 2: Global HNWI Wealth (US$ Trillion), 2008 and 2013
  • Figure 3: HNWI Population in Key Markets (Millions), 2013
  • Figure 4: HNWI Asset Allocation (%), 2008 and 2013
  • Figure 5: Global Wealth Management Industry Behavioral Mapping, 2013
  • Figure 6: Regional Representation of HNWI Population by Age Group (%), 2013
  • Figure 7: Global Wealth of HNWIs by Age Group (US$ Trillion), 2013
  • Figure 8: Female HNWI Population Share (%), 2008 and 2013
  • Figure 9: HNWIs by Industry (%), 2014
  • Figure 10: HNWI Representation by Source of Wealth (%), 2013
  • Figure 11: Global HNWI Investment in Equity (%), 2008-2018
  • Figure 12: Comparison between Asset Allocation of LGBT HNWIs and Other HNWIs, 2013
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