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Research Reports Titles

  • HNW Offshore Investment: Booking Center Preferences 2016

    Summary 2015 was a weak year for the global offshore market. However, there have been clear winners and losers as the dynamics of the offshore markets continue to shift. The recent focus of most Western governments on tackling offshore tax evasion has affected certain traditional offshore centers more heavily, while the so-called mid-shores that combine on- and offshore traits have experienced strong fund inflows in recent years. The key centers for HNW individuals are the US, Singapore, Switzerland, the UK, India, Luxembourg, and Hong Kong, followed by more "traditional" centers such as the Isle of Man and Malta. Key Findings -?After a strong 2014, 2015 was a weak year for the offshore market. Non-resident liquid assets among the 10 largest booking centers for each asset class recorded a growth rate of 1.6% over 2014. -?However, performance varied significantly across the four asset classes. Offshore mutual fund holdings, for example, grew strongly, while growth in offshore deposits stagnated. -?Pressure exerted by Western governments is diminishing the importance of traditional offshore centers such as the Bahamas and the Cayman Islands. -?Mid-shore centers such as Singapore and Hong Kong are rapidly growing in prominence, particularly Hong Kong thanks to its status as a renminbi hub. Yet Singapore remains the booking center of choice among HNW investors in Asia. -?HNW individuals across the world hold on average 22.7% of their liquid wealth offshore. -?At a global level the US, Switzerland, Singapore, and the UK are the most important booking centers for HNW offshore wealth. Synopsis This report draws on our 2015 Global Wealth Managers Survey to analyze the performance of key booking centers over time. It has a particular focus on HNW individuals. In particular it examines the propensity to invest offshore and booking center preferences for 20 key markets. Specifically the report will help you to: -?Understand which are the largest offshore centers and how this breaks down by asset class -?Compare the performance of the offshore centers and what is driving this performance -?Understand how much wealth HNW individuals hold offshore and how this varies by country -?Understand what the preferred centers for HNW offshore investments are and how this varies by country Reasons?To?Buy -?Understand how to best promote your offshore proposition. -?Understand HNW investors' booking center preferences and how this is expected to change. -?Learn how different offshore centers have performed in recent years and adjust your offshore proposition accordingly.

    • Release Date: August 31, 2016
    • Price: USD 5250
    • Format: PDF

  • Wealth in China: HNW Investors; Understanding HNW investors and wealth management strategies.

    Summary The Chinese private banking industry is hard to penetrate. However, wealth managers that are aware of the local make-up of the HNW market will find it to be highly profitable. Chinese HNW investors have mainly sourced their wealth through a mixture of entrepreneurship and earned income. While investors value professional advice, they are reluctant to relinquish control and tend to prefer advisory mandates. The average portfolio is heavily invested into cash and near cash-products and property, and this is not expected to change. Chinese HNW clients also show moderate to strong demand for auxiliary services, suggesting that a multi-service proposition is critical in China. Key Findings -?HNW entrepreneurs will prove to be lucrative, accounting for 33.6% of the local HNW population. -?Expats also represent a noteworthy proportion of the Chinese resident HNW population, accounting for 14.1%. -?HNW investors allocate an above average and growing proportion of their wealth into cash and near-cash products. -?HNW demand is particularly pronounced for advisory asset management, but technological advancements and investors' desire to manage simple investments themselves is driving demand for execution-only asset management. -?Already high demand for margin lending is forecast to increase even further, and wealth managers should ensure clients understand the risks associated with a leveraged investment strategy. Synopsis Verdict Financials  Wealth in China: HNW Investors analyzes the investing preferences and portfolio allocation of Chinese HNW investors. The report is based on our proprietary Global Wealth Managers Survey. Specifically the report: -?Profiles the average Chinese HNW investor in terms of their demographics and analyzes the expat opportunity in China. -?Analyzes which wealth management mandates are preferred among Chinese HNW investors and how demand will develop going forward. -?Examines the allocation of Chinese HNW investors' portfolios into different asset classes and how the allocation is expected to develop in the future. -?Analyzes product and service demand among Chinese HNW investors. Reasons?To?Buy -?Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth. -?Give your marketing strategies the edge required and capture new clients using insights from our data on HNW investors' drivers for seeking investment advice vs. self-directing. -?Tailor your investment product portfolio to match current and future demand for different asset classes among HNW individuals. -?Develop your service proposition to match the product and service demand expressed by Chinese HNW investors and react proactively to the forecasted change in demand.

    • Release Date: August 30, 2016
    • Price: USD 3450
    • Format: PDF

  • Super League In-Depth Analysis: Morgan Stanley 2016

    rica but has significantly reduced its global footprint. In June 2016 Morgan Stanley opened a third office in Miami to serve clients residing in Latin America, allowing the company to meet the needs of clients with offshore wealth. -?As part of the company's strategic update, CEO James Gorman has presented the next phase of Project Streamline 2016-2017, an initiative that focuses on reducing expenditures across Morgan Stanley. The project aims to achieve this through five main pillars, including structurally simplifying the organization and outsourcing. -?In 2015 MSWM improved its cost/revenue ratio, reflective of the company's goal of cutting costs and shifting focus towards its more stable wealth management division. -?The company focuses on products that resonate with a range of client interests and lifestyles, such as its Catholic Values investing tool kit and discounts through its Reserved Living and Giving program. -?Morgan Stanley has a strong presence on social media platforms. Since mid-2014 Morgan Stanley advisors who have undergone an online training course and have at least 15 followers are allowed to generate tweets for the company's official account. Synopsis Verdict Financials  Super League In-Depth Analysis: Morgan Stanley 2016 is a comprehensive analysis of Morgan Stanley's wealth management operations. It offers insight into the company's strategy, financial results, and marketing activities. It also covers recent MandA activity, customer targeting, and product innovation. -?Insight into Morgan Stanley's growth strategy. -?Overview of the firm's organizational structure. -?Clear presentation of its geographical coverage and expansion strategy, including MandA activity. -?Analysis of the firm's financial performance, including comparison with other global wealth managers. -?Examination of key target client groups. -?Analysis of Morgan Stanley's product and service proposition and how it is unique compared to those of its competitors. -?Review of Morgan Stanley's marketing and social media activity. Reasons?To?Buy -?Examine the financial performance and key ratios for Morgan Stanley and benchmark this competitor against other global wealth managers. -?Explore Morgan Stanley's MandA and growth strategies and their impacts on its AUM growth and financial performance. -?Understand Morgan Stanley's client targeting strategies and examine whether these have been successful. -?Learn more about Morgan Stanley's marketing strategy, social media presence, and digital innovations.

    • Release Date: August 30, 2016
    • Price: USD 1295
    • Format: PDF

  • Global IC card Sales Market Report 2021

    This report studies sales (consumption) of IC card in Global market, especially in North America, Europe, China, Japan, Southeast Asia and India, focuses on top players in these regions/countries, with sales, price, revenue and market share for each player in these regions, covering ATMEL American Express Company Atos SE (Societas Europaea) Gemalto NV Giesecke & Devrient (G&D) GmbH INSIDE Secure Infineon Technologies AG Ingenico Group MicroChip NXP Semiconductors N.V. STMicroelectronics Samsung Electronics Texas Instruments, Inc. Market Segment by Regions, this report splits Global into several key Regions, with sales (consumption), revenue, market share and growth rate of IC card in these regions, from 2011 to 2021 (forecast), like North America China Europe Japan Southeast Asia India Split by product types, with sales, revenue, price, market share and growth rate of each type, can be divided into Contact Contactless Dual interface Split by applications, this report focuses on sales, market share and growth rate of IC card in each application, can be divided into Banking Telecommunications Industry Toll System parking management Medical Insurance Public Transport

    • Release Date: August 25, 2016
    • Price: USD 4000
    • Format: PDF


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