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Discretionary Asset Management: HNW Demand and Drivers Market Size & Share 2016

01-20-2017 07:58 AM CET | Business, Economy, Finances, Banking & Insurance

Press release from: Orbis Research

Discretionary Asset Management: HNW Demand and Drivers Market

Globally over half of HNW investment portfolios are placed in discretionary mandates. However, the uptake of these services differs by country. While wealth managers in developed economies such as the UK and the US can attract investors to discretionary services relatively easily thanks to their established reputations, players in emerging markets have a longer way to go. Nevertheless, despite the challenging competitive environment, the penetration of mandated offerings is expected to increase, in line with most global players' business strategies.

Request a sample of this report @ http://www.orbisresearch.com/contacts/request-sample/147577 .

Key Findings
- With 81.5% of HNW portfolios placed in discretionary services, Singapore has the highest penetration of discretionary mandates. The UK and the US follow.
- In absolute terms, China follows the US as the world's second largest market for discretionary asset management. With increasing demand for these services from HNW investors, many players are likely to look for options to enter the market.
- Lack of time and expertise are two major factors encouraging HNW clients to use the services offered by discretionary portfolio managers.
- The relatively high cost of discretionary services can deter investors and make them more willing to opt for advisory mandates.
- Although dubbed “robo-advisors,” a number of digital players in Europe in fact offer discretionary investment management at competitive prices.
- A number of industry leaders, including UBS and Citi Private Bank, place higher mandate penetration at the center of their business strategies

Synopsis
“Discretionary Asset Management: HNW Demand and Drivers” report draws on our 2016 Global Wealth Managers Survey to analyze HNW investors' preferences and attitudes towards discretionary asset management services across the globe. It sizes the market for discretionary mandates and examines key drivers behind wealthy individuals choosing such services. The competitive landscape is also analyzed.

Browse the complete report @ http://www.orbisresearch.com/reports/index/discretionary-asset-management-hnw-demand-and-drivers .

Specifically, the report:
- Estimates the value of HNW assets invested via discretionary mandates
- Compares HNW individuals' willingness to use discretionary services in different countries
- Identifies target client groups for discretionary asset managers
- Compares drivers for discretionary mandates between countries and regions
- Examines the client targeting strategies of discretionary portfolio managers
- Explores robo-advisors' potential to disrupt traditional discretionary asset management business

Reasons to Buy
- Discover how much HNW wealth is invested via discretionary mandates.
- Identify markets offering the greatest growth potential for discretionary asset management.
- Learn why HNW investors choose to opt for discretionary services, and how these motivations differ between countries, particularly in emerging and developed markets.
- Gain an insight into best-practice examples from competitors operating within the discretionary mandates landscape.

Place a purchase order of this report @ http://www.orbisresearch.com/contact/purchase/147577 .

Executive Summary :
Discretionary mandates remain the domain of developed markets
Key findings
Critical success factors
SIZING THE GLOBAL MARKET FOR DISCRETIONARY ASSET MANAGEMENT
Defining discretionary asset management
Wealth managers offer a range of asset management solutions to cater for HNW investors
Globally, 51.9% of HNW wealth is placed in discretionary mandates
HNW investors in Asia Pacific show the weakest preference for discretionary asset management
The penetration of discretionary is higher in developed markets
Discretionary asset management has only started developing in emerging markets
The global HNW discretionary asset management market is worth $15.7tn
The value of the market will continue to expand with the growth of HNW assets
In regional terms, the US represents the largest opportunity
Wealth managers will be trying to win a share of the Chinese market
Demand for professional advice will increase, partially encouraged by market volatility
However, wealth managers expect higher demand for advised rather than discretionary mandates
Increased demand for discretionary portfolio management will come from investors already familiar with the service
Mass affluent investors show a higher tendency to self-direct
DRIVERS FOR DISCRETIONARY ASSET MANAGEMENT

Contact sales@orbisresearch.com for more information.

Orbis Research (orbisresearch.com) is a single point aid for all your market research requirements. We have vast database of reports from the leading publishers and authors across the globe. We specialize in delivering customized reports as per the requirements of our clients. We have complete information about our publishers and hence are sure about the accuracy of the industries and verticals of their specialization. This helps our clients to map their needs and we produce the perfect required market research study for our clients.

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