Trends in Wealth Management - what's new?

Sponsored by: GlobalData

Focused on:

  • Wealth Management
  • Investment
  • Financial Growth

Date: 19 October


Time: 3PM London/4PM Geneva/10AM New York

Revealing the most recent findings from GlobalData’s 2017 Wealth Managers Survey

The list of challenges faced by the wealth management industry is greater than ever. With the greatest intergenerational wealth transfer in history fast approaching, market volatility fuels investors’ demand for alternative and innovative products that deliver high returns. The role of investment advice is under ever increasing scrutiny and faces growing competition from self-directed and robo-advice services.

In 2017 GlobalData ran its 13th annual Global Wealth Managers Survey. More than 300 interviews with senior executives from leading wealth management organizations took place across 17 countries. These individuals were interrogated about their HNW clients’ behaviours and preferences, demand for products and services, and asked about key challenges the industry is facing and how they are addressed.

Join this free webinar to discover the findings from this survey.

Presented by

Nicole Douglas,

Analyst, Wealth Management, GlobalData

Nicole Douglas is a Wealth Management Analyst at GlobalData. With experience in managing projects across EMEA and the US, Nicole is passionate about providing clients with insight that contributes to delivering strategic, result-driven solutions. Nicole has been working as an analyst on GlobalData’s Wealth Management team since 2016.

Key Learning Objectives

  • Understand HNW investors’ investment style and asset allocation preferences
  • Learn what wealth management product and services are forecast to experience highest growth in demand
  • Discover latest trends in offshore investments


  • Head of Product
  • Head of Strategy
  • Head of Customer Insight
  • Business Analyst
  • Head of Marketing
  • Marketing Strategy
  • Product Development
  • Business Development Managers
  • Marketing Executives
  • Knowledge Managers
  • Researchers
  • Analysts
  • Consultants
  • Insight Managers / Directors