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Market Research Report

Wealth and Investment Research Digest H1 2014

Published by The Business Research Company Product code 309468
Published Content info 15 Pages
Delivery time: 2-3 business days
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Wealth and Investment Research Digest H1 2014
Published: July 28, 2014 Content info: 15 Pages

This publication has been discontinued on March 26, 2019.


Wealth and Investment Research Shows a Market in Recovery

Wealth and Investments Digest H1 2014 finds that the wealth management and investment markets are showing strong signs of recovery after a prolonged period of downturn. The dominant story is one of growth in both wealth management/ private banking and mutual funds with increased opportunities and improving customer attitudes. Other interesting updates include the continued success of US domiciled funds, the impact of advice in the pre-retirement period and findings on global financial literacy.

Some highlights from the Digest include:

  • Wealthy Individuals Showing Increased Confidence in the Wealth Management Industry
  • State Of The Non Resident Indian (NRI) Investment Market
  • Channel Choices of Wealthy Clients
  • Financial Literacy Concerns Continue
  • US Investment Funds Leading the Way
  • Long Term Loyalty of Advisory Customers
  • Crucial Role of Advice in The Pre-Retirement Period

About Wealth And Investment Research Digest

The Wealth and Investment Research Digest is a digest of all the most important research in the wealth and retail investments industry each quarter, gathered from over 50 sources including associations, consultants, market intelligence companies, investment banks, and industry participants. It covers the retail investments and wealth management industries globally.

Updated quarterly, the Digest allows you to:

  • Quickly update yourself on the latest research findings, gathered and organised for you.
  • Get our Expert Analysts' perspectives on the latest research.
  • Link through to the original research to review or purchase.
Table of Contents

Table of Contents

Wealth and Investment Research Digest H1 2014

Savings and Investments

  • Global Assets In Investment Funds Showing Good Growth in Q1 2014
  • Financial Literacy Low and Divergent Across Geographies
  • Financial Literacy Higher in Working Years, and in Men
  • The US Still Owns Half of the World's Mutual Funds
  • Fund Processing Standardising In Europe
  • Europe Sees Strong Demand for Funds
  • Consumers Have Specific Needs From Providers And Advisors During The Pre-Retirement Period
  • US Middle Income Families Find I Hard To Save
  • Asset Managers Lose Power to Distributors In The US Retail Investment Market
  • Younger US Investors Are More Interested In Brokerage Accounts And Use Online Tools Heavily
  • Retirees Are Much More Diverse In Their Incomes Than FSIs May Assume
  • Most Clients Stay With Their Financial Adviser Long-Term
  • Asset Management Offerings for Defined Contribution Funds Not Successful
  • The Indian Mutual Fund Market Set for Rebound

Wealth Management

  • Number Of High Net Worth Individuals Growing Rapidly, Led By The Super Rich
  • Asia Continues To Dominate Fastest Growing Wealth Markets
  • HNWIs Show Confidence In The Wealth Management Industry
  • No Single Channel Of Choice For Wealthy Clients
  • The Most Attractive Financial Services Customers Go Online Most
  • China Wealth Management Market To Hit $12 Trillion In 2014
  • US Wealth Managers Benefiting From Rising Stock Market
  • The European High Net Worth Market Set For Growth
  • State Of Malaysian Wealth Market Development
  • State Of The Non Resident Indian (NRI) Investment Market
  • Chinas Online Wealth Management Market Heating Up Through Online Entrants
  • Australian Wealth Market Negatively Affected by FoFA


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