关键词：财富管理行业；商业模式；升级换代；组织变革；营销战略；竞争优势
摘 要：The wealth management industry requires constant upgradation of business models so that there can be effective organizational transformation, which would then boost the growth and market segments over the forecast period. Wealth managers must understand the customer needs and behavior and understand their investment pattern, which would help them to sharpen their value proposition and offer customized solutions to the clients. Wealth managers across the globe are trying to create a new funds platform by putting more importance on the cost efficiency, thereby leading to economies of scale. This will also increase the scope of wealth managers and asset managers to become global players in the market, helping different clients to channelize their investments. Marketing strategies such as talent development is a competitive advantage for the wealth management industry.
目 录：

PART 01: Executive summary

Highlights

PART 02: Scope of the report

Market overview

Top-vendor offerings

PART 03: Market research methodology

Research methodology

Economic indicators

PART 04: Introduction

Key market highlights

PART 05: Market landscape

Market overview

Market size and forecast

Five forces analysis

PART 06: Geographical segmentation

North America

Asia Pacific

Europe

Latin America

Middle East

Africa

PART 07: Market drivers

PART 08: Impact of drivers

PART 09: Market challenges

PART 10: Impact of drivers and challenges

PART 11: Market trends

PART 12: Vendor landscape

Competitive landscape

Other prominent vendors

PART 13: Key vendor analysis

Allianz

AXA

BlackRock

Credit Suisse

Fidelity Investments

J.P. Morgan Asset Management

PIMCO

State Street Global Advisors

UBS

Vanguard

PART 14: Appendix

List of abbreviation

PART 15: Explore Technavio