Aarkstore Enterprise — Insight Report: Innovative Client Segmentation in Wealth Management


This report provides an in-depth analysis of new segmentation strategies adopted by wealth management firms and private banks following the 2008 financial crisis, and their implications on the wealth management sector.

Browse complete Report on: http://www.aarkstore.com/wealth-management/50668/Insight-Report-Innovative-Client-Segmentation-in-Wealth-Management


Increased competition, together with the rise of DIY investment platforms, have encouraged wealth management firms to adopt new segmentation strategies to target customers.

The new segmentation strategies emerged to accommodate the complex needs of private individual clients by targeting them according to their interests, needs, behavior and attitudes to investments, instead of by demographic trends. This method thus allows wealth management firms to focus on customers’ specific needs and provide customized products and services. It also allows firms to increase their profit margins by providing the right products and services.

Wealth management firms are also increasingly adopting technological advances to cater to the needs of modern customers and young HNWIs.


The report covers the following areas:

• An overview of the global wealth management market

• Innovation in wealth management practice

• Analysis of brand loyalty

• The future of innovation in wealth management

The report is based on a unique analysis of WealthInsight’s proprietary HNWI database comprising more than 100,000 individuals, and focuses on four regions: the Americas, Europe, Asia-Pacific, and the Middle East and Africa.

Reasons To Buy

Take informed business decisions and build better business strategies using the latest information on the development of new segmentation strategies in wealth management.

Key Highlights

• New Segmentation strategies are being adopted by wealth management firms to provide niche products and services to customers.

Table of Contents:

1 Introduction

1.1 What is this Report About?

1.2 Definitions and Scope

2 Executive Summary

3 An Overview of the Global Wealth Management Market

3.1 A Snapshot of the Wealth Management Sector

4 Innovation in Wealth Management Practice

4.1 Segmentation Strategies by Demographic Trends

4.1.1 Key Trends and Market Developments

4.1.2 Key strategies to capture HNWIS by age, gender, and occupation

4.2 Source of Wealth and Cumulative Wealth Affect on Portfolio Decision Making

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About Aarkstore Enterprise

Aarkstore Enterprise is a leading provider of business and financial information and solutions worldwide. We specialize in providing online market business information on market research reports, books, magazines, conference at competitive prices, and strive to provide excellent and innovative service to our customers.

Contact Details:


Aarkstore Enterprise

Phone: +91 998 729 5242

Email: enquiry@aarkstore.com

Our Website: http://www.aarkstore.com

Facebook: https://www.facebook.com/aarkstoredotcom

Linkedin: http://www.linkedin.com/company/aarkstore-enterprise

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