Featured Report
Targeting Entrepreneurs in Wealth Management 2008: Western Europe and Asia-Pacific
Entrepreneurs are an attractive group for several reasons. The combination of personal and business concerns means that their financial needs are varied, encompassing portfolio management, estate planning, corporate finance and international services. This offers strong business potential for wealth managers. This brief assesses the strategies that wealth managers use to target entrepreneurs.
Introduction
In recent years, entrepreneurs have come to be seen as a key client segment for wealth managers, offering significant scope for future growth. This report explores some of the fundamental characteristics of entrepreneurs and business owners and considers how these clients' requirements are dictating the development of the wealth management proposition.
Table of Contents:
http://www.market-research-report.com/datamonitor/DMFS2189.htm
Targeting demographic customer segments in Asia-Pacific wealth management
IntroductionThe brief identifies business opportunities to target new money clients, assessing the revenue potential and attractiveness of various customer segments for wealth managers to target with their services.
Scope - This brief analyzes the results from the Datamonitor Asia-Pacific Wealth Managers Survey 2007
- Primary interviews were conducted with leading Asia-Pacific wealth managers to provide valuable insights to trends
HighlightsBusiness owners were one of the most attractive customer segments to target. The Datamonitor Asia-Pacific Wealth Managers Survey found that 80% of Asia-Pacific banks consider business owners/entrepreneurs to have a significant potential for revenue and as a result many target these customers with their servicesRetirees were ranked as one of the most attractive customer segments for wealth managers to target. 74% of Asia-Pacific banks believe that retirees hold significant revenue potential and as a result a majority of banks feel that these clients are an attractive market to focus.
Reasons to Purchase - Wealth manager data on revenue potential and attractiveness of customer segments
- Customer segment profiles including products and services of interest
Table of Contents:
http://www.market-research-report.com/datamonitor/BFFS0583.htm
Finding wealth management opportunities in the market downturn
Introduction The current economic environment presents several opportunities for savvy wealth managers to exploit. This report presents 10 actionable recommendations for wealth managers that will increase their revenues. These recommendations take advantage of changes in thinking among high net worth (HNW) customers, and exploit the weaknesses and mistakes of competitors. Scope *Draws on Datamonitor's Wealth Management Market Leaders Surveys in Europe and Asia Pacific. *Makes use of extensive secondary research Highlights Strategies covered in this report include: recruiting good relationship managers from competitors; raising your public profile by using the media; focusing on lending to HNWs; helping clients reduce the cost and risk of mortgages; assisting clients to position themselves for the inevitable recovery. Strategies proposed in this report include: Recruiting good relationship managers from competitors Raising your public profile by using the media Focusing on lending to HNWs Helping clients reduce the cost and risk of mortgages Assisting clients to position themselves for the inevitable recovery Reasons to Purchase *Discover strategies for winning in the marketplace. *Increase share of wallet and attract new customers.
Table of Contents:
http://www.market-research-report.com/datamonitor/DMFS2277.htm
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