表紙
市場調査レポート

Insight Report:超富裕層(UHNWI)市場の開拓のための事業戦略

Insight Report: Business Strategies for Targeting UHNWIs

発行 Wealthinsight 商品コード 322971
出版日 ページ情報 英文 83 Pages
即納可能
価格
本日の銀行送金レート: 1USD=105.42円で換算しております。
Back to Top
Insight Report:超富裕層(UHNWI)市場の開拓のための事業戦略 Insight Report: Business Strategies for Targeting UHNWIs
出版日: 2015年01月16日 ページ情報: 英文 83 Pages
概要

プライベートバンクや資産管理企業は、2008年の金融危機以降に自社のビジネスモデルを変更しました。自社の事業規模を拡大させる代わりに、特定の顧客分野に集中して、収益率の最大化を図るようになりました。超富裕層(UHNWI)は、人口の上では富裕層(HNWI)の1%にも満ちませんが、保有資産総額の約33%を占めています。超富裕層の潜在的な投資規模が巨大なため、投資収益率も高い水準となっています。超富裕層の顧客を獲得できれば、資産管理企業はその運用規模を拡大し、また長期的な収益性・関係性を維持することができます。一方、超富裕層の顧客側では、一般的な資産運用商品よりも高度な内容のサービスを求めています。そのため、資産管理企業やプライベートバンクにとって、超富裕層顧客との間で信頼性やブランド・ロイヤルティを構築し、また彼らのニーズを把握しておくことが重要となってきます。

当レポートでは、世界各国の超富裕層(UHNWI)向け資産管理市場を開拓するための事業戦略について分析し、主な資産管理企業・プライベートバンク関係者の見解をまとめると共に、先進国・新興国の超富裕層市場向け金融商品・サービス市場の概況や、市場開拓のための主要企業の具体的な戦略事例・傾向などを調査・推計しております。

エグゼクティブ・サマリー

第1章 イントロダクション

  • 当レポートの概要
  • 定義と範囲

第2章 エグゼクティブ・サマリー

第3章 資産管理企業・プライベートバンク関係者の、今後の見通しに対する考え方

第4章 世界の超富裕層(UHNWI)市場の概況

  • 超富裕層市場開拓のための事業戦略:先進国・新興国の比較
  • 超富裕層市場の規模と主な傾向
  • 超富裕層の人口構造・動向
  • 超富裕層市場の促進・阻害要因

第5章 先進国市場

  • 金融商品・サービスの市場動向
    • 米国
    • 英国
    • ドイツ
    • スイス
    • カナダ
    • オーストラリア
  • ファミリーオフィスの役割:超富裕層の資産の管理
  • 超富裕層市場開拓のための事業戦略
    • 拡張戦略
    • クライアント戦略
    • マーケティング戦略
  • 各企業の戦略上の焦点
    • 主な市場参入企業の「ディープ・ダイブ」戦略

第6章 新興国市場

  • 金融商品・サービスの市場動向
    • ブラジル
    • ロシア
    • インド
    • 中国
    • 南アフリカ
  • ファミリーオフィスの役割:超富裕層の資産の管理
  • 超富裕層市場開拓のための事業戦略
    • 拡張戦略
    • クライアント戦略
    • マーケティング戦略
  • 各企業の戦略上の焦点
    • 主な市場参入企業が採用している戦略

第7章 WealthInsightについて

付録

図表一覧

目次
Product Code: WI0017FR

This report provides insights into the complex needs of UHNWIs and provides in-depth analysis of the attitudes of wealth managers and private bankers towards business strategies to target UHNWIs. It covers key developed markets as well as key emerging markets as mentioned below. The reports also analyses market size of the UHNWIs and highlights specific business strategies to target important clients by looking at expansion, client, marketing and competitor strategies. It uses WealthInsight's proprietary HNWI database comprising over 120,000 individuals.

Developed markets include the US, UK, Germany, Switzerland, Canada and Australia.

Emerging markets include Brazil, Russia, India, China and South Africa.

Summary

Private banks and wealth management firms changed their business model following the 2008 financial crisis. Rather than focusing on the size of their business, private banks and wealth management firms have become more focused on specific client segments that yield them the largest profits. Ultra-high net worth individuals (UHNWIs) represent less than 1% of the global HNWI population, but account for around 33% of global HNWI wealth. UHNWIs offer wealth managers large-scale profitability due to the potential size of their investments. By acquiring UHNWI clients, wealth managers are able to provide a significant boost to assets under management, and build long-term profitable relationships. When using wealth management services, UHNWIs often require a more sophisticated service than mass affluent or core millionaires. Therefore, it is becoming increasingly important for wealth managers and private bankers to build trust and brand loyalty with UHNWI clients, and to understand their needs.

Scope

The report covers the following areas:

  • Attitudes of wealth mangers and private bankers to the future outlook of business strategies to target UHNWIs.
  • A global snapshot of the UHNWI market, including market sizing and forecasts.
  • Key trends and strategies in developed markets (the US, the UK, Germany, Switzerland, Canada and Australia), financial product and service offerings, the role of family offices in managing UHNWI wealth, and competitor strategy focus.
  • Key trends and strategies in emerging markets (Brazil, Russia, India, China and South Africa), financial product and service offerings, the role of family offices in managing UHNWI wealth, and competitor strategy focus.

Reasons To Buy

  • Understand the complex needs of UHNWIs and know how best to target them.
  • Make robust business decisions and build better business strategies in most important business areas such as expansion client and marketing strategies to target UHNWIs effectively.
  • Be informed about key market trends in financial product and service offerings in developed and emerging markets, and address each trend accordingly.
  • Be aware of attitudes of wealth managers and private bankers to the future outlook of business strategies in order to target UHNWIs.

Table of Contents

1. Introduction

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

2. Executive Summary

3. Attitudes of Wealth Managers and Private Bankers towards the Future Outlook of Business Strategies to target UHNWIs

4. Global Snapshot of the UHNWI Market

  • 4.1. A Comparison of Business Strategies for Targeting UHNWIs in Developed and Emerging Markets
  • 4.2. Market Size of UHNWI and Key Market Trends
  • 4.3. UHNWI Demographic Trends
  • 4.4. Drivers and Barriers of the UHNWI Market
    • 4.4.1. Drivers
    • 4.4.2. Barriers

5. Developed Markets

  • 5.1. Financial Products and Services Offerings
    • 5.1.1. The US
    • 5.1.2. The UK
    • 5.1.3. Germany
    • 5.1.4. Switzerland
    • 5.1.5. Canada
    • 5.1.6. Australia
  • 5.2. The Role of Family Offices: Managing Wealth of UHNWIs
  • 5.3. Business Strategies for Targeting UHNWIs
    • 5.3.1. Expansion strategy
    • 5.3.2. Client strategy
    • 5.3.3. Marketing strategy
  • 5.4. Competitor Strategy Focus
    • 5.4.1. Deep dive strategies of key market participants

6. Emerging Markets

  • 6.1. Financial Products and Services Offerings
    • 6.1.1. Brazil
    • 6.1.2. Russia
    • 6.1.3. India
    • 6.1.4. China
    • 6.1.5. South Africa
  • 6.2. The Role of Family Offices: Managing Wealth of UHNWIs
  • 6.3. Business Strategies for Targeting UHNWIs
    • 6.3.1. Expansion strategy
    • 6.3.2. Client strategy
    • 6.3.3. Marketing strategy
  • 6.4. Competitor Strategy Focus
    • 6.4.1. Strategies adopted by key market participants

7. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: The Needs of UHNWIs in Private Banking and Wealth Management Services
  • Table 3: Competitive Benchmarking for Wealth Management Sector in Developed and Emerging Markets
  • Table 4: Ease of Doing Business Rankings for Developed and Emerging Markets, 2014
  • Table 5: Comparison of Key Parameters for the Wealth Management Sector in Developed and Emerging Markets
  • Table 6: Comparison of Business Strategies for Targeting UHNWIs in Developed and Emerging Markets
  • Table 7: Developed Markets - UHNWIs Market Size, 2009-2018
  • Table 8: Emerging Markets - UHNWIs Market Size, 2009-2018
  • Table 9: Top 10 Cities for Wealth Management, 2013
  • Table 10: Alternative Online Wealth Managers
  • Table 11: Developed Markets - Key Parameters for the Wealth Management Sector
  • Table 12: Developed Markets - Private Banks' Private Equity Product Offering
  • Table 13: Alternative Online Wealth Managers
  • Table 14: Developed Markets - Major Deals in the Wealth Management Sector
  • Table 15: Developed Markets - Snapshot of Gender and Age Group Based Segmentation and Targeting Strategies
  • Table 16: Developed Markets - Use of Analytics by Wealth Management Companies
  • Table 17: Developed Markets - Family Office Product Offerings of Wealth Management firms
  • Table 18: Developed Markets - Wealth Management Workshops and Conferences by Companies
  • Table 19: Developed Markets - Wealth Management Services for UHNWI Entrepreneurs
  • Table 20: Developed Markets - Marketing Initiatives by Wealth Management Companies via Traditional Channels
  • Table 21: Developed Markets - Social Networking Platforms and Their Usage
  • Table 22: Developed Markets - Bank Hurdles For Customer Service
  • Table 23: Developed Markets - Wealth Management Competitive Landscape
  • Table 24: Developed Markets - List of Key Firms Operating in the Wealth Management Sector
  • Table 25: Developed Markets - Major Wealth Management Services to Target Family Business UHNWIs
  • Table 26: Emerging Markets - Key Parameters for the Wealth Management Sector
  • Table 27: Emerging Markets - Private Banks' Real Estate and Private Equity Product Offering
  • Table 28: Russian UHNWIs - Alternative Asset Composition (%), 2009-2018
  • Table 29: Emerging Markets - Domestic Wealth Management Firms Offering Family Office Services
  • Table 30: Emerging Markets - Wealth Management Services for Family Businesses
  • Table 31: Emerging Markets - Key Deals in the Wealth Management Sector
  • Table 32: Emerging Markets - Smartphone and Tablet Applications
  • Table 33: Emerging Markets - Wealth Management Services for UHNWI Entrepreneurs
  • Table 34: Emerging Markets - Online Population Using Social Networking, 2012
  • Table 35: Emerging Markets - Social Media Marketing Initiatives by Banks
  • Table 36: Emerging Markets - Major Companies in the Wealth management Sector

List of Figures

  • Figure 1: UHNWI Population by Age Band in Key Developed and Emerging Markets, 2013
  • Figure 2: UHNWI Population by Gender in Key Developed and Emerging Markets, 2013
  • Figure 3: Developed Markets - UHNWI Asset Allocation
  • Figure 4: Alternate Asset Investment in Germany, 2009-2018
  • Figure 5: Emerging Markets - UHNWI Asset Allocation
Back to Top