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Category : Banking & Finance 
All logos and Images mentioned on this slide belong to their respective owners. 
www.MarketResearchReports.com
Introduction to Report 
 Launch Date: September 1, 2014 
 Number of Pages: 76 
 Geography Coverage: Global 
 Available Format: PDF 
Price For Single User License: USD 3,800 
Price For Site User License: USD 7,600 
Price For Global User License: USD 11,400 
Delivery Time: Within 24 Hours (During Working 
Days) 
www.MarketResearchReports.com
About the Report 
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. 
Wealth management firms are also increasingly 
adopting technological advances to cater to the 
needs of modern customers and young HNWIs. 
New Segmentation strategies are being adopted 
by wealth management firms to provide niche 
products and services to customers. 
www.MarketResearchReports.com
Key Findings: 
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. 
www.MarketResearchReports.com
Scope: 
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 
Publisher’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. 
www.MarketResearchReports.com
Report Coverage 
1. Introduction 
2. Executive Summary 
3. An Overview of the Global Wealth Management 
Market 
4. Innovation in Wealth Management Practice 
5. Brand Loyalty 
6. The Future of Innovation in Wealth 
Management 
For more details regarding Report coverage see the last slide 
All logos and Images mentioned on this slide belong to their respective owners. 
www.MarketResearchReports.com
Company Coverage: (Partial List) 
1. Wells Fargo 
2. Barclays Wealth Management 
3. HSBC 
4. ICICI Bank 
5. Bank of America 
6. Merrill Lynch 
7. UBS 
8. BNP Paribas 
9. HoyleCohen 
10. Zinn - Ray 
11. Svatora Group 
www.MarketResearchReports.com
Custom Research: 
 Are you an industry professional, entrepreneur, 
venture capitalist, investors and organization, then let 
us know your specific research requirements. Our goal 
is to cater to your requirements be it for a custom 
market research project, syndicated research report on 
a specific market or industry sector, newsletter creation, 
case study development or anything else related to 
marketing research. 
For Any Customization Related query Visit IdeaCenter @ 
http://www.marketresearchreports.com/idea-center 
For regular industry updates subscribe to our newsletter 
at: 
http://www.marketresearchreports.com/subscribe-to-newsletter 
www.MarketResearchReports.com
How To Buy This Report? 
Visit following URL to see Table of Content and 
purchase this publication: 
http://mrr.cm/Z2V 
About Market Research Reports, Inc. 
Market Research Reports provides a customized set 
of reports from reputed Publishers, built on the 
intelligence available within organizations and 
leverages on our motto of “Intelligence Redefined”. 
Contact : Amitava Sen 
Email : info@marketresearchreports.com 
Phone: +1 302-703-7787 (USA) +91-8762746600 (India) 
www.MarketResearchReports.com

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Insight Report - Innovative Client Segmentation in Wealth Management

  • 1. Category : Banking & Finance All logos and Images mentioned on this slide belong to their respective owners. www.MarketResearchReports.com
  • 2. Introduction to Report  Launch Date: September 1, 2014  Number of Pages: 76  Geography Coverage: Global  Available Format: PDF Price For Single User License: USD 3,800 Price For Site User License: USD 7,600 Price For Global User License: USD 11,400 Delivery Time: Within 24 Hours (During Working Days) www.MarketResearchReports.com
  • 3. About the Report 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. Wealth management firms are also increasingly adopting technological advances to cater to the needs of modern customers and young HNWIs. New Segmentation strategies are being adopted by wealth management firms to provide niche products and services to customers. www.MarketResearchReports.com
  • 4. Key Findings: 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. www.MarketResearchReports.com
  • 5. Scope: 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 Publisher’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. www.MarketResearchReports.com
  • 6. Report Coverage 1. Introduction 2. Executive Summary 3. An Overview of the Global Wealth Management Market 4. Innovation in Wealth Management Practice 5. Brand Loyalty 6. The Future of Innovation in Wealth Management For more details regarding Report coverage see the last slide All logos and Images mentioned on this slide belong to their respective owners. www.MarketResearchReports.com
  • 7. Company Coverage: (Partial List) 1. Wells Fargo 2. Barclays Wealth Management 3. HSBC 4. ICICI Bank 5. Bank of America 6. Merrill Lynch 7. UBS 8. BNP Paribas 9. HoyleCohen 10. Zinn - Ray 11. Svatora Group www.MarketResearchReports.com
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  • 9. How To Buy This Report? Visit following URL to see Table of Content and purchase this publication: http://mrr.cm/Z2V About Market Research Reports, Inc. Market Research Reports provides a customized set of reports from reputed Publishers, built on the intelligence available within organizations and leverages on our motto of “Intelligence Redefined”. Contact : Amitava Sen Email : info@marketresearchreports.com Phone: +1 302-703-7787 (USA) +91-8762746600 (India) www.MarketResearchReports.com