Insight Report: Innovative Client Segmentation in Wealth Management - New Market Research Report

From: Fast Market Research, Inc.
Published: Mon Sep 22 2014

Increased competition, together with the rise of DIY investment platforms, have encouraged wealth management firms to adopt new segmentation strategies to target customers.
The new segmentation strategies emerged to accommodate the complex needs of private individual clients by targeting them according to their interests, needs, behavior and attitudes to investments, instead of by demographic trends. This method thus allows wealth management firms to focus on customers' specific needs and provide customized products and services. It also allows firms to increase their profit margins by providing the right products and services.
Wealth management firms are also increasingly adopting technological advances to cater to the needs of modern customers and young HNWIs.

Full Report Details at

Report Highlights

* New Segmentation strategies are being adopted by wealth management firms to provide niche products and services to customers.

Report Scope

The report covers the following areas:

* An overview of the global wealth management market
* Innovation in wealth management practice
* Analysis of brand loyalty
* The future of innovation in wealth management

The report is based on a unique analysis of WealthInsight's proprietary HNWI database comprising more than 100,000 individuals, and focuses on four regions: the Americas, Europe, Asia-Pacific, and the Middle East and Africa.

Reasons to Get this Report

Take informed business decisions and build better business strategies using the latest information on the development of new segmentation strategies in wealth management.

Companies Mentioned in this Report: Wells Fargo, Barclays Wealth Management, HSBC, ICICI Bank, Bank of America, Merrill Lynch, UBS, BNP Paribas, HoyleCohen, Zinn-Ray, Svatora Group, Morgan Stanley Wealth Management, Smith Barney, Citi Private Bank, BNY Mellon, Fidelity Investments, Charles Schwab, TD Ameritrade, Hargreaves Lansdown, Charles Schwab, Berenberg Bank, Credit Suisse Wealth Management, Deutsche Bank Private Wealth Management, Qatar Islamic Bank, Standard Chartered Saadiq, Bank Sarasin-Slpen, Malayan Banking Bhd (Maybank), Dubai Islamic Bank, ManuLife, Franklin Templeton, Schroders, Royal Bank of Scotland, Altamount Capital Management, Itau Private Bank, The Oracle Capital Group, Thomson Reuters Wealth Management, McGladrey Wealth Management, BestInvest, Rizal Commercial Banking Corporation (RCBC, Philippines), State Street, ANZ Bank, Ameriprise, SigFig, Wagener-Lee Wealth Advisors, Sun Group Wealth Partners

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