Wealth Management in the US

The US wealth management industry continues to strive to recover wealth lost during the 2008 financial crisis. In doing so, US wealth managers must adapt to the increasingly complex regulatory environment. The market is a mixture of retail bank private bank operations, investment bank-led and brokerage-based wealth managers, multi-family offices, and foreign banks.

Features and benefits

• Build your customer targeting strategy using in-depth HNW demographics and needs analysis based on Datamonitor's annual Global Wealth Manager Survey.
• Assess your competition through detailed profiles of notable players, including the customer targeting, marketing and product strategies they employ.
• Size your potential client base using Datamonitor's proprietary data, presenting the number of affluent individuals by liquid asset band to 2015.

• What strategies are my competition employing to win and keep affluent clients?
• Which products and services will affluent clients in the US want in the next two years?
• How is the US wealth management industry structured? What role do banks and asset managers play?
• How many potential clients in the US have onshore liquid assets that would allow me to run a very profitable business?
• Who are the main regulators in Switzerland and which legislation has impacted wealth managers