Analysis of Europe Wealth Management Market - (2016 - 2021)

Analysis of Europe Wealth Management Market - (2016 - 2021)

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The global economic crisis of 2008 significantly decreased client trust in wealth management firms, globally. This resulted in a shift towards safer products such as fixed income securities and other personalized services. However, the mass affluent offer high growth opportunities for the wealth management industry. AUM (assets under management) grew by 5%, primarily driven by equity market performance, with modest net inflows of 2%. The wealth management industry in Latin America is poised for growth at an estimated CAGR of XX.X% over the forecast period, from 2016 to 2021. The projected market value of the wealth management sector is USD XXXX.XX million, by 2021.

Drivers

The growth in millionaire wealth has been immense after the economic crisis, and it has been driving the sector, globally. Moreover, high competition in the sector is another major driver. The wealth management industry in North America includes different types of wealth managers, in addition to private banks. Independent broker-dealers (IBD’s), wirehouses, independent advisors and MFO’s all compete to capture clients in the High Net Worth (HNW) and Ultra High Net Worth (UHNW) segments. The number of these HNW and UHNW people is on the rise, which acts as another driver.

Restraints and Challenges

Trust in wealth managers and financial markets has not been fully restored, which has caused changes in client behavior. An example of this is that of the clients increasingly making direct investments in real estate and private equity (not through wealth managers) and maintaining higher deposit levels. Some people fear that the situation in the coming years will be like the one in 2008 and are satisfied with keeping their money in banks rather than risking it elsewhere.

Opportunities

With EUR 18 trillion (data for 2014) of financial assets held by individuals, Europe represents one of the largest wealth management opportunities in the world. The margins in wealth management are good, and it helps private banks build more corporate connections. Hence, many banks are putting in more manpower into the wealth management division. Moreover, a large chunk of the millionaire population was born between 1945-1965 (baby boomer population), which is included in the mass affluent segment. This population would require financial advice for retirement planning in the coming decade, having accumulated significant wealth, which will present further opportunities for wealth management.

Key Developments

  • Britain’s Exit from the European Union has brought about a change in the market and its positive and negative effects will be seen in coming years.
  • Though it may be late as compared to other consumer banking segments, wealth managers must offer digital alternatives for customer interactions and automate end-to-end processes.

About the Market

  • PESTLE Analysis (Overview): Macro market factors pertinent to this region.
  • Market Definition: Main, as well as, associated/ancillary components constituting the market.
  • Key Findings of the Study: Top headlines about market trends & numbers.

Market Dynamics:

  • Drivers: What are the key factors driving growth in the market?
  • Restraints: Most relevant threats and restraints which hinder the growth of the market?
  • Opportunities: Sectors of high return or quick turn around on investment?
  • Market Concentration: Porter’s 5 Forces Analysis quantified by a comprehensive list of parameters.

Chain Analysis:

Competition:

  • Market Share Analysis: Top players in the market (by value and volume).
  • Company Profiles: Pertinent details about leading, high growth, and innovation-motivated stakeholders with contact, operations, product/service offerings, financials and strategies & insights.

1. Introduction

                1.1 Definition of the Market

                1.2 Research Approach and Methodology

                                1.2.1 Introduction

                                1.2.2 Research Design

                                1.2.3 Study Phases

                1.3 Scope of the Report

                1.4 Regional Analysis

                                1.4.1 PESTLE Analysis

                                1.4.2 Analysis of Ease of Doing Business

2. Market Dynamics

                2.1 Drivers

                2.2 Restraints

                2.3 Opportunities

                2.4 Market Demand Analysis

                                2.4.1 Identification of Target Subsegments (Demand Estimation)

                                2.4.2 Spending Patterns

                2.5 Porter's Five Forces Analysis

                                2.5.1 Bargaining Power of Suppliers

                                2.5.2 Bargaining Power of Buyers

                                2.5.3 Threat of New Entrants

                                2.5.4 Threat of Substitute Products

                                2.5.5 Degree of Competition

                2.6 Marketing and Product Placement Overview

                                2.6.1 Distribution Overview

                                2.6.2 Strategies for Distribution

3. 3. Market Segmentation

                3.1 By Client Type

                                3.1.1 Private Wealth management

                                                3.1.1.1 Market Size (USD Millions)

                                                3.1.1.2 Trends

                                                3.1.1.3 Distribution share by products

                                3.1.2 Institutional wealth management

                                                3.1.2.1 Market Size (USD Millions)

                                                3.1.2.2 Trends

                                                3.1.2.3 Distribution share by products

                3.2 By Geography

                                3.2.1 United Kingdom

                                                3.2.1.1 Market Size (USD Millions)

                                                3.2.1.2 Trends

                                                3.2.1.3 Distribution share by products

                                3.2.2 Germany

                                                3.2.2.1 Market Size (USD Millions)

                                                3.2.2.2 Trends

                                                3.2.2.3 Distribution share by products

                                3.2.3 France

                                                3.2.3.1 Market Size (USD Millions)

                                                3.2.3.2 Trends

                                                3.2.3.3 Distribution share by products

                                3.2.4 Others

                                                3.2.4.1 Market Size (USD Millions)

                                                3.2.4.2 Trends

                                                3.2.4.3 Distribution share by products

4. Competition Analysis

                4.1 Local Supply Ecosystem

                4.2 Market Share

                4.3 Strategies Adopted, Recent Events

5. Pricing Strategy

6. Government Policies

                6.1 Criteria & Conditions

                6.2 Ministries Involved

7. Sources

8. Disclaimer

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