openPR Logo
Press release

Self-Directed Investors: Implications for Wealth Managers; Understanding how self-directed investment affects the wealth management industry

01-31-2017 08:40 AM CET | Business, Economy, Finances, Banking & Insurance

Press release from: ReportBazzar

Self-Directed Investors: Implications for Wealth Managers;

Summary
Although advisory and discretionary asset management services are more profitable to wealth managers, they cannot afford to ignore the needs of clients who self-direct. Globally over a quarter of HNW wealth is invested independently of wealth managers’ mandates. Furthermore, a large chunk of assets already brought to wealth managers sits within execution-only platforms. Technological and regulatory changes in the financial services industry have affected the drivers for investors to self-direct in recent years. Understanding these factors is crucial to ensure the long-term profitability of wealth managers’ business.

Request Sample Report Here: http://www.reportbazzar.com/request-sample/?pid=439556&ptitle=Self-Directed+Investors%3A+Implications+for+Wealth+Managers%3B+Understanding+how+self-directed+investment+affects+the+wealth+management+industry.&req=Sample

Key Findings
– Globally execution-only mandates constitute 19.1% of total HNW assets held with wealth managers. Although clients in developing economies tend to prefer unadvised services, the US represents the biggest market opportunity in terms of self-invested assets.

– HNW clients under 35 years old and first-generation entrepreneurs are most likely to self-direct their investments.

– Price-sensitivity encourages HNW investors to look for alternatives to the services of wealth managers in mature economies, but in developing markets a pure preference to run simple portfolios independently is the key driver.

– Advances in digital technology are contributing to the growing interest in DIY investments, particularly in Asia Pacific.

– Traditional brokerage business models are being challenged by the growing number of platforms offering automated investment solutions (robo-advisors).

– The increasing popularity of exchange-traded funds (ETFs) and peer-to-peer (P2P) lending platforms has started to affect the business of wealth managers.

Browse Report Summary with TOC: http://www.reportbazzar.com/product/self-directed-investors-implications-for-wealth-managers-understanding-how-self-directed-investment-affects-the-wealth-management-industry/

Synopsis
This report draws on our 2015 Global Wealth Managers Survey to analyze the independent HNW investors’ landscape across the globe. It sizes the market for self-directed investments and examines the key drivers behind wealthy individuals’ decision to build their portfolios without professional advice. The competitive landscape and product environment are also analyzed. Specifically, the report:

– Estimates the value of HNW and mass affluent assets invested outside discretionary and advisory mandates

– Analyzes the demographics of DIY investors

– Compares drivers for self-directed investments between developed and emerged economies

– Examines client targeting strategies of brokerages and robo-advisors

– Identifies what investment products are preferred by self-directed HNW clients and how wealth managers can use them to expand their offerings

Reasons To Buy
– Discover how much HNW wealth is invested independently from wealth managers

– Learn why HNW investors choose to self-direct, and how their motivations differ from those of mass affluent individuals

– Gain an insight into best practice examples from competitors operating within the self-directed landscape

– Understand how the rise of robo-advisors and the growing popularity of ETFs and P2P lending affects the wider wealth management industry.

Enquiry Before Buying: http://www.reportbazzar.com/discount-form/?pid=439556&ptitle=Self-Directed+Investors%3A+Implications+for+Wealth+Managers%3B+Understanding+how+self-directed+investment+affects+the+wealth+management+industry.&req=Discount

About Us:
Reportbazzar.com is your trusted source for the most inclusive and informative assortment of market research reports designed to empower you with the latest in industry information that translates to time and cost savings for your business. We not only help you give wing to your latent business ideas but also facilitate you in taking the best informed and strategic decisions that guarantee success in your most promising business endeavors.

Contact Us:
ReportBazzar
Mary Jane
30 Wall Street, 8th floor,
New York, NY 10005.
US: +1 (212) 389-6363
India: +91 20 66528525
Email Id: sales@reportbazzar.com
Website: http://www.reportbazzar.com/

This release was published on openPR.

Permanent link to this press release:

Copy
Please set a link in the press area of your homepage to this press release on openPR. openPR disclaims liability for any content contained in this release.

You can edit or delete your press release Self-Directed Investors: Implications for Wealth Managers; Understanding how self-directed investment affects the wealth management industry here

News-ID: 424626 • Views:

More Releases from ReportBazzar

Global Plasma Protein Therapeutic Industry Market Analysis & Forecast 2018-2023
Global Plasma Protein Therapeutic Industry Market Analysis & Forecast 2018-2023
Global Plasma Protein Therapeutic Industry Market Analysis & Forecast 2018-2023, the revenue is valued at USD XX million in 2017 and is expected to reach USD XX million by the end of 2023, growing at a CAGR of XX% between 2018 and 2023. The production is estimated at XX million in 2017 and is forecasted to reach XX million by the end of 2023, growing at a CAGR of XX%
Developments and Opportunities for Facial Recognition Technology in the Smart Retail, Transport, Financial Services, and Automotive Applications Industry
Developments and Opportunities for Facial Recognition Technology in the Smart Re …
Facial recognition technology has been commercialized since the late 1990s. However, it did not quite get the attention it deserved until the September 11 attacks. Since then, market demand for advanced human-machine interaction interfaces soared in national security and personal property security in light of the rising awareness on anti-terrorism, the change in economic activities from traditional offline transactions to e-commerce and the lifestyle evolution which now craves for smart
Floating Solar Panels Market Research Report – Forecast to 2023
Floating Solar Panels Market Research Report – Forecast to 2023
Global floating solar panels market is set to foresee significant growth in the upcoming years. Floating solar panels is a sophisticated technology developed for overcoming issues associated with conventional panels, such as high maintenance cost, land scarcity, etc. These panels are poised to gain traction over the next couple of years owing to its mobility and flexibility according to the sun’s position. The rapid exhaustion of fossil fuel has intensified the
Healthcare cold chain logistics Market Research Report – Forecast to 2023
Healthcare cold chain logistics Market Research Report – Forecast to 2023
The healthcare cold chain logistics market is one with a lot of promise largely due to the rapid growth of the healthcare and pharmaceutical sectors. With healthcare becoming a global focus, and intensive research & development activities being carried out by leading market players has significantly increased the demand for biopharmaceuticals and vaccines. These products traditionally, and presently require storage to ensure appropriate shelf life. Personalized medicine is an up

All 5 Releases


More Releases for HNW

Wealth in the UK: HNW Investors; Understanding HNW investors and wealth manageme …
The UK wealth management industry has a long history, and this is reflected in the profile of the countrys high net worth (HNW) clients. The majority originate from the financial services industry and are sophisticated enough to deal with their financial affairs. However, to save time they opt for discretionary asset management services, as UK wealth managers maintain their reputation as trusted professionals. Investment portfolios are built around traditional asset
Wealth in China: HNW Investors; Understanding HNW investors and wealth managemen …
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
Wealth in China: HNW Investors; Understanding HNW investors and wealth managemen …
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
Wealth in Brazil: HNW Investors; Understanding HNW investors and wealth manageme …
Summary The majority of wealth in Brazil originates from the construction and finance industries, and can be attributed to a range of sources. These investors are confident enough to deal with their financial affairs, but to gain access to sophisticated products and achieve better returns they opt for management services. Investment portfolios are built around cash and bonds, but it is expected that alternative holdings will continue to gain importance. Request Sample
Wealth in Poland: HNW Investors; Understanding HNW investors and wealth manageme …
Summary The Polish HNW population is dominated by entrepreneurs who prefer to stay in control of their finances, even if they lack experience in capital markets. While they do approach wealth managers for investment advice, Polish HNW investors like to sign off most decisions regarding their portfolios. With the 2008-09 financial crisis fresh in mind, they focus on low-risk products which do not offer high margins to banks. Hence the main
Wealth in France: HNW Investors; Understanding HNW investors and wealth manageme …
Summary More than half of French HNW investors generated their wealth through being a business owner or first-generation entrepreneur. 56% of French investors attribute their wealth to the property and manufacturing industries, reflective of market demand and stability. When opting to have wealth managed by a professional, French HNW clients expect access to sophisticated and exclusive products as well as better returns. However, clients who self-direct their portfolios cite confidence and