“Although a large proportion of wealth manager funds continue to be under discretionary management, changing investor attitudes and behaviour, as well as ongoing advances in internet technology, suggest further growth in self-directed investment management among the high net worth. By giving their non-managed accounts a higher profile in the market, wealth managers may be able to benefit from this trend.”
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Overview
Overview
This report provides in-depth analysis and insight supported by a range of data. At the same time, introductory and top-level content is provided to give you an overview of the issues covered.
Introduction
Executive Summary
Future Opportunities
Market
Market
Mintel provides a range of market information across categories including: forecasting and share information; internal and broader market environment information; and the issues that affect the market in question.
Issues in the Market
Internal Market Environment
Broader Market Environment
Swot
Market Size and Forecast
Portfolio Segmentation
Channels to Market
Size and Profile of the Target Wealth Market
Consumer
Consumer
Mintel conducts exclusive and original consumer research for reports, bringing up-to-date and unique insight to topical issues. This research examines the impact of social, economic, cultural and psychological influences on consumers.
Asset Ownership
Sources of Financial Advice
Personal Financial Management Style
Brand/Company
Brand/Company
Our brand research provides data and informed analysis across a number of consumer metrics including usage, satisfaction, recommendation, momentum and trust. It also explores consumer attitudes towards brands and examines the reasons behind these.
Who’s Innovating?
Market Share
Companies and Products
Brand Communication and Promotion
Data
Data
Reports provide appendices of data to support the research and insight produced. Our tables of data are easily manipulated and downloadable to support your research needs and covers factors from consumer attitudes to market forecasts.
Appendix – Market Size and Forecast
Appendix – Size and Profile of the Target Wealth Market
Appendix – Asset Ownership
Appendix – Sources of Financial Advice
Appendix – Personal Financial Management Style
22nd August 2012
“Industry data suggest that the structured product market experienced a positive start to 2012. However, as fears about the stability of the European banking system increase, concerns about counterparty risks are likely to undermine the appetite for some structured investment products.” 
30th November 2011
“Largely ignored by investors during the past decade, changes in the regulatory environment and investor preferences may finally allow exchange traded funds (ETFs) to play a more prominent role in investor portfolios.”
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How is new technology influencing wealthy client behaviour?
