Advisory Asset Management: HNW Demand And Drivers
Table of Contents 2
List of Tables 3
List of Figures 4
Report Guidance 5
Clinical Trials by Region 6
Clinical Trials and Average Enrollment by Country 7
Top Countries Contributing to Clinical Trials in Asia-Pacific 10
Top Five Countries Contributing to Clinical Trials in Europe 11
Top Countries Contributing to Clinical Trials in North America 12
Top Countries Contributing to Clinical Trials in Middle East and Africa 13
Clinical Trials by G7 Countries: Proportion of Adult Respiratory Distress Syndrome to Respiratory Clinical Trials 14
Clinical Trials by Phase in G7 Countries 15
Clinical Trials in G7 Countries by Trial Status 16
Clinical Trials by Phase 17
In Progress Trials by Phase 18
Clinical Trials by Trial Status 19
Clinical Trials by End Point Status 20
Subjects Recruited Over a Period of Time 21
Clinical Trials by Sponsor Type 22
Prominent Sponsors 23
Top Companies Participating in Adult Respiratory Distress Syndrome Therapeutics Clinical Trials 24
Prominent Drugs 25
Clinical Trial Profile Snapshots 26
Appendix 41
Abbreviations 41
Definitions 41
Research Methodology 42
Secondary Research 42
About GlobalData 43
Contact Us 43
Source 44
Advisory Asset Management: HNW Demand and Drivers
Summary
"Advisory Asset Management: HNW Demand and Drivers" draws on our 2016 Global Wealth Managers Survey to analyze HNW investors? preferences and attitudes towards advisory asset management services across the globe. It sizes the market for advisory mandates and examines key drivers behind wealthy individuals choosing such services. The competitive landscape is also analyzed.
Globally over 25% of HNW individuals? portfolio is invested via advisory services, with markets in Asia Pacific displaying the strongest affinity for these mandates. Although discretionary services remain the preferred option - particularly in developed markets - global HNW demand for formal advice is expected to increase in light of capital markets volatility. Wealth managers should use advisory mandates offering to capitalize on this demand to draw assets from execution-only platforms.
Specifically, the report -
- Estimates the value of HNW assets invested via advisory mandates.
- Compares HNW individuals? willingness to use advisory services in different countries.
- Identifies target client groups for advisory asset managers.
- Compares drivers for advisory mandates between countries and regions.
- Examines the client targeting strategies of advisory portfolio managers.
- Explores robo-advisors? potential to disrupt traditional discretionary asset management business.
Scope
- Emerging markets show a greater propensity for advisory services than developed countries. Taiwan has the highest penetration of advisory mandates, with 71.2% of the HNW portfolio held in these services.
- The US HNW advisory asset management market is worth $1.5tn, representing the greatest opportunity in absolute terms. China is the second-largest market, followed by Australia.
- On the global level, the balance between access to advice and retaining control over investments is the main factor fueling HNW demand for advisory mandates, although regional preferences vary.
- The second most important reason is price sensitivity. When cheaper than discretionary mandates, advisory services are likely to appeal to HNW investors.
- As competitive pricing fuels demand for robo-advice, most wealth managers agree they should invest in automated investment services to complement their existing offering.
Reasons to buy
- Discover how much HNW wealth is invested via advisory mandates.
- Identify markets offering the greatest growth potential for advisory asset management.
- Learn why HNW investors choose to opt for advisory 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 advisory mandates landscape.