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Switzerland Wealth Management: Market Sizing and Opportunities to 2022

2019-08-14
Switzerland Wealth Management: Market Sizing and Opportunities to 2022 Summary Switzerland stands out for its high proportion of high net worth (HNW) and mass affluent individuals, making it an attractive market for wealth managers. HNW individuals...

Wealth Landscape in the US: Market Sizing and Opportunities to 2022

2019-07-10
Wealth Landscape in the US: Market Sizing and Opportunities to 2022 Summary The US is home to a large number of affluent (high net worth [HNW] and mass affluent) individuals. The country also has a well-developed financial services sector, including...

Competitor Profile: Moneyfarm

2019-07-03
Competitor Profile: Moneyfarm Summary Moneyfarm is a digital wealth management company, launched in 2012 in Italy after being founded in 2011. Moneyfarm uses its digital wealth management platform to provide independent investment advisory services....

Competitor Profile: Scalable Capital

2019-06-06
Competitor Profile: Scalable Capital Summary Scalable Capital is a digital investment management firm. It creates and manages globally diversified ETF portfolios for its clients to help them achieve their long-term financial goals, supported...

Enterprise Tech Ecosystem Series: London Stock Exchange

2019-05-29
Enterprise Tech Ecosystem Series: London Stock Exchange Summary This report provides information and insight into LSE’s fintech activities, including its digital transformation strategies and innovation programs; its technology initiatives...

Wealth Landscape in Singapore: Market Sizing and Opportunities to 2022

2019-05-21
Wealth Landscape in Singapore: Market Sizing and Opportunities to 2022 Summary Based on our proprietary datasets, this report analyzes Singapore’s wealth and retail savings and investments markets, with a focus on the HNW segment. This...

FinTrack: May 2019

2019-05-05
FinTrack: May 2019 Summary The provision of financial services is constantly evolving, with new technology having a particularly significant impact. Innovations such as digital delivery, AI, biometrics, and robo-advice are enabling providers...

FinTrack: April 2019

2019-05-03
FinTrack: April 2019 Summary Every month, FinTrack showcases the latest innovations from financial services providers around the world. Each innovation is assessed and rated on key criteria, providing you with valuable insight. The provision...

Wealth Landscape in Canada: Market Sizing and Opportunities to 2022

2019-04-30
Wealth Landscape in Canada: Market Sizing and Opportunities to 2022 Summary Based on our proprietary datasets, this report analyzes Canada’s wealth and retail savings and investments markets, with a focus on the HNW segment. This includes...

HNW Asset Allocation Trends 2019

2019-04-30
HNW Asset Allocation Trends 2019 Summary Chasing capital appreciation opportunities, HNW investors have been eager to increase their equity holdings over the past few years. While we do not expect a fall in demand for risk assets, HNW investors...
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