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2019: Trends to Watch in Global Wealth Management
Summary
Regulation, technological change, and the bull run potentially coming to an end have all been discussed by wealth managers for so long that the risks associated with these trends have blended in. Paradoxically this means the risks are now underestimated, if not outright ignored. Yet as providers keep chasing new money and record highs in net new money figures - partly thanks to opening up to new demographics - they will have no choice but to start thinking about countering threats related to financial markets downturns and cybersecurity.
To Get Free Sample Copy of Report visit @ https://www.researchmoz.us/enquiry.php?type=S&repid=2170092
Scope
- The value of non-resident deposits in the UAE surged in 2018, with the Common Reporting Standard (CRS) potentially contributing to this trend.
- The US, where 27% of HNW offshore wealth is already booked, will continue to benefit from not participating in CRS.
- Only 43% of wealth managers are concerned about the effect of data breaches on their company's brand, although nearly 60% agree their clients are increasingly worried about data breaches and cybercrime.
- The older demographics are more prudent and less likely to be a victim of financial fraud, but their losses are likely to be higher than among younger age groups.
- Female millionaires are younger than men. In the Middle East and Africa, 71.7% of female HNW individuals are 50 and under, while 70% of HNW men are 51 and over.
Reasons to buy
- Understand the key trends impacting the wealth management industry in 2019 and how to respond.
- Discover the effect of CRS on the offshore industry and how to benefit.
- Understand the recommended approach to client portfolio strategies in the context of current market conditions.
- Learn about risks resulting from the industrys growing dependence on technology and how to hedge against cyber threats.
- Stay ahead of your competitors by reaching out to new emerging client demographics that offer huge revenue growth potential.
Table of Contents
1. EXECUTIVE SUMMARY
1.1. In 2019 the wealth management industry will reconsider its priorities
1.2. Key findings
1.3. Critical success factors
2. IN THE WAKE OF CRS, NON-PARTICIPATING COUNTRIES SUCH AS THE US WILL CONTINUE TO GROW AS OFFSHORE CENTERS
2.1. CRS implementation will channel more wealth to the US
2.1.1. The OECDs CRS is the most comprehensive international effort to tackle tax evasion
2.1.2. Shifts in investment structures will be slight due to anti-avoidance provisions
2.1.3. HNW offshoring money dipped ahead of CRS but has since rebounded
2.1.4. The low importance of client anonymity means CRS will not massively disrupt the offshore market
2.1.5. CRS will benefit non-participating countries and low tax jurisdictions
2.1.6. The US and its dependencies remain the clear winners under CRS
3. VOLATILITY WILL REQUIRE A RETHINK OF DIVERSIFICATION
3.1. Bias towards equities is leaving investors exposed to a rise in volatility
3.1.1. Volatility promises to pick up as the year progresses
3.1.2. The average HNW portfolio is heavily biased to equities and thus overly exposed to market shocks
3.1.3. Many wealth managers seem oblivious to a potential crash
3.2. Providers should push for further diversification in the onshore and offshore space to ready investors portfolios for a potential downturn
3.2.1. Alternatives could add further diversification, but trust and client education are needed to drive uptake
3.2.2. Wealth managers should pay greater attention to geographic and industry diversification
3.2.3. Reaching out to clients will help avoid rushed decision-making
Get Free Complete TOC With Tables and Figures @ https://www.researchmoz.us/2019-trends-to-watch-in-global-wealth-management-report.html/toc
4. AS USE OF TECHNOLOGY INCREASES, WEALTH MANAGERS WILL HAVE TO START THINKING ABOUT CYBERSECURITY
4.1. Adoption of technology in wealth management has been growing
4.1.1. 43% of HNW-focused wealth managers now offer robo-advice
4.1.2. New operational risks emerge as a consequence of tech development
4.2. The industry is underestimating the importance of cybersecurity
4.2.1. Customers might be worried about fraud, but it does not prompt them to switch
4.2.2. Client-advisor relationships mitigate the consequences of failures on a company level
4.2.3. Concern about cybercrime is the highest in digitally advanced regions
4.3. The risk of incurring costs and regulatory scrutiny will compel competitors to act
4.3.1. The cost of brand damage is difficult to measure
4.3.2. Cybercrime prevention should creep up the list of priorities
Continue...
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Email: sales@researchmoz.us
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2019: Trends to Watch in Global Wealth Management
Summary
Regulation, technological change, and the bull run potentially coming to an end have all been discussed by wealth managers for so long that the risks associated with these trends have blended in. Paradoxically this means the risks are now underestimated, if not outright ignored. Yet as providers keep chasing new money and record highs in net new money figures - partly thanks to opening up to new demographics - they will have no choice but to start thinking about countering threats related to financial markets downturns and cybersecurity.
To Get Free Sample Copy of Report visit @ https://www.researchmoz.us/enquiry.php?type=S&repid=2170092
Scope
- The value of non-resident deposits in the UAE surged in 2018, with the Common Reporting Standard (CRS) potentially contributing to this trend.
- The US, where 27% of HNW offshore wealth is already booked, will continue to benefit from not participating in CRS.
- Only 43% of wealth managers are concerned about the effect of data breaches on their company's brand, although nearly 60% agree their clients are increasingly worried about data breaches and cybercrime.
- The older demographics are more prudent and less likely to be a victim of financial fraud, but their losses are likely to be higher than among younger age groups.
- Female millionaires are younger than men. In the Middle East and Africa, 71.7% of female HNW individuals are 50 and under, while 70% of HNW men are 51 and over.
Reasons to buy
- Understand the key trends impacting the wealth management industry in 2019 and how to respond.
- Discover the effect of CRS on the offshore industry and how to benefit.
- Understand the recommended approach to client portfolio strategies in the context of current market conditions.
- Learn about risks resulting from the industrys growing dependence on technology and how to hedge against cyber threats.
- Stay ahead of your competitors by reaching out to new emerging client demographics that offer huge revenue growth potential.
Table of Contents
1. EXECUTIVE SUMMARY
1.1. In 2019 the wealth management industry will reconsider its priorities
1.2. Key findings
1.3. Critical success factors
2. IN THE WAKE OF CRS, NON-PARTICIPATING COUNTRIES SUCH AS THE US WILL CONTINUE TO GROW AS OFFSHORE CENTERS
2.1. CRS implementation will channel more wealth to the US
2.1.1. The OECDs CRS is the most comprehensive international effort to tackle tax evasion
2.1.2. Shifts in investment structures will be slight due to anti-avoidance provisions
2.1.3. HNW offshoring money dipped ahead of CRS but has since rebounded
2.1.4. The low importance of client anonymity means CRS will not massively disrupt the offshore market
2.1.5. CRS will benefit non-participating countries and low tax jurisdictions
2.1.6. The US and its dependencies remain the clear winners under CRS
3. VOLATILITY WILL REQUIRE A RETHINK OF DIVERSIFICATION
3.1. Bias towards equities is leaving investors exposed to a rise in volatility
3.1.1. Volatility promises to pick up as the year progresses
3.1.2. The average HNW portfolio is heavily biased to equities and thus overly exposed to market shocks
3.1.3. Many wealth managers seem oblivious to a potential crash
3.2. Providers should push for further diversification in the onshore and offshore space to ready investors portfolios for a potential downturn
3.2.1. Alternatives could add further diversification, but trust and client education are needed to drive uptake
3.2.2. Wealth managers should pay greater attention to geographic and industry diversification
3.2.3. Reaching out to clients will help avoid rushed decision-making
Get Free Complete TOC With Tables and Figures @ https://www.researchmoz.us/2019-trends-to-watch-in-global-wealth-management-report.html/toc
4. AS USE OF TECHNOLOGY INCREASES, WEALTH MANAGERS WILL HAVE TO START THINKING ABOUT CYBERSECURITY
4.1. Adoption of technology in wealth management has been growing
4.1.1. 43% of HNW-focused wealth managers now offer robo-advice
4.1.2. New operational risks emerge as a consequence of tech development
4.2. The industry is underestimating the importance of cybersecurity
4.2.1. Customers might be worried about fraud, but it does not prompt them to switch
4.2.2. Client-advisor relationships mitigate the consequences of failures on a company level
4.2.3. Concern about cybercrime is the highest in digitally advanced regions
4.3. The risk of incurring costs and regulatory scrutiny will compel competitors to act
4.3.1. The cost of brand damage is difficult to measure
4.3.2. Cybercrime prevention should creep up the list of priorities
Continue...
About ResearchMoz
ResearchMoz is the one stop online destination to find and buy market research reports & Industry Analysis. We fulfill all your research needs spanning across industry verticals with our huge collection of market research reports. We provide our services to all sizes of organizations and across all industry verticals and markets. Our Research Coordinators have in-depth knowledge of reports as well as publishers and will assist you in making an informed decision by giving you unbiased and deep insights on which reports will satisfy your needs at the best price.
For More Information Kindly Contact:
ResearchMoz
Mr. Nachiket Ghumare,
Tel: +1-518-621-2074
USA-Canada Toll Free: 866-997-4948
Email: sales@researchmoz.us
Follow me on @ https://marketsizeinfo.blogspot.in/
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