Timetric Wealth Reports
Our wealth analysts work with unique proprietary data to help create reports that define markets, identify trends and deliver actionable insights. From customer segmentation to asset allocation, our reports are developed in conjunction with our advisory panels to make sure they suit your needs.
Branding and Segmentation in Wealth Management
For any enquiries please contact marketing@timetric.com
- Branding and segmentation
- Wealth management
- Wealth management marketing strategy
- Deutsche Bank
- Standard Chartered Bank
- Credit Suisse
- UBS
- HSBC Bank
- Lloyds Banking Group
Synopsis
- The new edition of this popular VRL wealth management report looks at how building a distinctive brand is essential for new client acquisition. It presents the steps that need to be taken to rebuild client trust and explains how to make the best use of available media.
- The report explores the perceived discount applied to wealth management brands and addresses the lack of trust between some clients and their wealth managers.
Details
- Product code: VR0735MR
- Published: Aug. 1, 2011
- 91 pages
- Single-user: $3800
- Site License: $7600
- Enterprise License: $11400
- Terms & Conditions
Executive summary
In the report, you will read how total wealth among millionaire households could more than double over the next decade in 25 major economies, that global wealth will grow by 2015 and why the global population of ultra high net worth individuals grew in 2010 y-o-y. Then there is China – and the more you find out about the massive wealth being created in this country, the more it becomes clear that just as the UK was the global powerhouse of the 19th century before being firmly usurped by its former colony across the Atlantic in the 20th century, the current century will inevitably be looked back on as the time when China finally realized its potential. But dig a little deeper and it becomes clear that growth will not take the form of a smooth upward trajectory but rather will be founded on the ability to address client concerns about the impact of inflation on investments while assuaging their fears about increasing their risk exposure. The issue of whether or not to increase exposure to developing markets also requires careful consideration, especially where there is a feeling that assets in developed markets are currently undervalued. The fortunes being made across Asia and the volumes of money flowing in financial centres such as Singapore and Hong Kong in particular have implications for the entire global financial system.
Scope
- Many private banks and wealth managers have developed sector-specific strategies to tap into groups of high net worth individuals and families through the latter's personal interests. This VRL report examines the different approaches to segmentation and presents the factors that need to be taken into account when assessing the needs of different groups.
- The report contains a number of case studies from around the world, including Deutsche Bank, Lloyds TSB and Development Bank of Singapore.
Key highlights
Please contact marketing@timetric.com for more information
Reasons to buy
- Revise and update your current branding and segmentation strategies
- Implement the four pillars of wealth management marketing
- Develop a sector-specific wealth management marketing strategy
- Study successful marketing strategies from international institutions
Table of contents
Please contact marketing@timetric.com for more information
List of tables
Please contact marketing@timetric.com for more information
List of figures
Please contact marketing@timetric.com for more information