Wealth Management Competitive Dynamics 2019

Research By Markets adds Market Research Report - Wealth Management Competitive Dynamics 2019

For detailed information: https://www.researchbymarkets.com/report/wealth-management-competitive-dynamics-2019-545105.html

Wealth Management Competitive Dynamics 2019


The global private wealth market had an off year in 2018, with a good profit result but contracting assets under management (AUM). While there was no change in the order of the world’s five largest private wealth managers, there was more movement lower down the rankings as continued merger and acquisition activity boosted some players’ AUM in a down year for most. Net inflows were down significantly from the bumper year of 2017 yet remained positive at all but a few troubled players. Revenue growth continued despite the contraction in AUM, which helped boost wealth profits despite a modest degradation of the cost/revenue ratio.

This report benchmarks the world’s leading wealth managers by managed client assets and financial performance. All international public wealth managers with over $100bn in private client AUM are featured in the report, including standalone private banks and wealth managers as well as competitors that are part of larger universal financial groups.


– Even with AUM down 5.5%, UBS’s position as the world’s leading private bank was unchallenged.
– Client assets were down almost 1%, driven by negative market performance.
– Net inflows remained positive in aggregate but were down from 2017’s exceptional performance.
– Cost/revenue ratios inched up as easy savings have already been made and few wealth mangers have managed to move to a lower cost base, despite heavy investment in digital.

Reasons to buy

– Benchmark your AUM and financial performance against the biggest players in the industry.
– Understand the challenges in growing client assets in different geographies.
– Learn about your competitors’ strategies related to expanding client books.
– Find out how profitable the wealth management business is.
– Identify the industry’s best practices in managing operating costs and boosting revenues.

Companies Mentioned:
ABN AMR.pdfo
Bank of America Merrill Lynch
BNP Paribas
BNY Mellon
Bank of China
Bank of Montreal
Charles Schwab
China Merchants Bank
Citi Private Bank
Crédit Agricole
Credit Suisse
Deutsche Bank
EFG International
Goldman Sachs
HSBC Private Bank
JP Morgan
Julius Baer
Morgan Stanley
Northern Trust
Royal Bank of Canada
Royal Bank of Scotland
Société Générale
Standard Chartered
US Trust
Wells Fargo
Bank of Singapore
Raymond James
St. James’s Place

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Ritesh Tiwari is the Founder of Research By Markets, a leading Market Research Reports Reseller trusted by Fortune listed companies for their requirements of Syndicated and Custom Market Research Reports. Ritesh has an overall experience of 18+ years in Recruitments, Sales and Operations. He has been associated with the Market Research industry for the past 7 years. He is an avid foodie as well as a huge football fan being a supporter of Manchester United (EPL) and FC Barcelona (La Liga). Get in touch with him via ritesh@researchbymarkets.com. *Market Research News is a part of Research By Markets.