Wealth Management Technology Spending in the UK and Ireland to 2015

Published : April 2011
No. of Pages : 60

Price:

Introduction

This Databook provides insight into key technological market dynamics in the UK and Ireland wealth management technology sector. It quantifies technology spending within the wealth management industry from 2007 to 2009 and then forecasts the spending from 2010 to 2015, covering three business locations, six technology sources, and 15 key business functions spanning four lines of business.

Scope

* Overview of wealth management technology spending in the UK and Ireland

* Technology spending within the high net worth banking and financial planning line of business

* Technology spending within the retail asset management, retail brokerage, and mass affluent banking/financial planning business lines

Highlights

* Technology spending within the wealth management industry in the UK and Ireland declined at a CAGR of 3.6% between 2007 and 2009. This is expected to grow at a CAGR of 6.5% over the 2009-15 period.

* The retail asset management line of business accounted for the largest share (35.7%) of total technology spending within the wealth management industry in 2009. High net worth banking and financial planning, and mass affluent banking and financial planning followed, by accounting for 29.4% and 24.4% shares, respectively.

Reasons to Purchase

* Develop business strategies by analyzing spending patterns among various business functions within wealth management industry in the UK and Ireland

* Gain insight into initiatives and strategies employed by wealth management institutions to remain competitive

* Understand market sizes and growth trends for key sub-segments within the wealth management technology sector

Overview 1
Catalyst 1
Summary 1
Table of Contents 2
LIST OF FIGURES 3
LIST OF TABLES 4
Introduction 5
Reasons to purchase 5
UK and Ireland - Wealth Management Technology Spending 10
Overview 10
Technology spend by line of business 12
Technology spend by source 16
High Net Worth Banking And Financial Planning Technology Spending 20
Technology spend by source 20
Technology spend by location 24
Technology spend by business function 27
Retail Asset Management Technology Spending 31
Technology spend by source 31
Technology spend by location 35
Technology spend by business function 38
Retail Brokerage Technology Spending 42
Technology spend by source 42
Technology spend by location 46
Technology spend by business function 49
Mass Affluent Banking And Financial Planning 53
Technology spend by source 53
Appendix 57
Forecasting methodology 57
Further reading 58
Disclaimer 58
List of Tables
Table 1: Wealth management technology sources - definitions 6
Table 2: Wealth management business locations - definitions 7
Table 3: Wealth management business functions definitions 8
Table 4: UK and Ireland, wealth management industry, technology spending ($m), 2007-15 11
Table 5: UK and Ireland, wealth management industry, technology spending by line of business ($m), 2007-09 13
Table 6: UK and Ireland, wealth management industry, technology spending by line of business ($m), 2009-15 15
Table 7: UK and Ireland, wealth management industry, technology spend by source ($m), 2007-09 17
Table 8: UK and Ireland, wealth management industry, technology spend by source ($m), 2009-15 19
Table 9: UK and Ireland, high net worth banking and financial planning, technology spend by source ($m), 2007-09 21
Table 10: UK and Ireland, high net worth banking and financial planning, technology spend by source ($m), 2009-15 22
Table 11: UK and Ireland, high net worth banking and financial planning, technology spend by location ($m), 2007-09 25
Table 12: UK and Ireland, high net worth banking and financial planning, technology spend by location ($m), 2009-15 25
Table 13: UK and Ireland, high net worth banking and financial planning, technology spend by business function ($m), 2007-09 28
Table 14: UK and Ireland, high net worth banking and financial planning, technology spend by business function ($m), 2009-15 29
Table 15: UK and Ireland, retail asset management, technology spend by source ($m), 2007-09 32
Table 16: UK and Ireland, retail asset management, technology spend by source ($m), 2009-15 33
Table 17: UK and Ireland, retail asset management, technology spend by location ($m), 2007-09 36
Table 18: UK and Ireland, retail asset management, technology spend by location ($m), 2009-15 36
Table 19: UK and Ireland, retail asset management, technology spend by business function ($m), 2007-09 39
Table 20: UK and Ireland, retail asset management, technology spend by business function ($m), 2009-15 40
Table 21: UK and Ireland, retail brokerage, technology spend by source ($m), 2007-09 43
Table 22: UK and Ireland, retail brokerage, technology spend by source ($m), 2009-15 44
Table 23: UK and Ireland, retail brokerage, technology spend by location ($m), 2007-09 47
Table 24: UK and Ireland, retail brokerage, technology spend by location ($m), 2009-15 47
Table 25: UK and Ireland, retail brokerage, technology spend by business function ($m), 2007-09 50
Table 26: UK and Ireland, retail brokerage, technology spend by business function ($m), 2009-15 51
Table 27: UK and Ireland, mass affluent banking and financial planning, technology spend by source ($m), 2007-09 54
Table 28: UK and Ireland, mass affluent banking and financial planning, technology spend by source ($m), 2009-15 55
List of Figures
Figure 1: UK and Ireland, wealth management industry, technology spending ($m), 2007-15 10
Figure 2: UK and Ireland, wealth management industry, technology spending by line of business ($m), 2007-09 12
Figure 3: UK and Ireland, wealth management industry, technology spending by line of business ($m), 2009-15 14
Figure 4: UK and Ireland, wealth management industry, technology spend by source ($m), 2007-09 16
Figure 5: UK and Ireland, wealth management industry, technology spend by source ($m), 2009-15 18
Figure 6: UK and Ireland, high net worth banking and financial planning, technology spend by source (%), 2009 20
Figure 7: UK and Ireland, high net worth banking and financial planning, technology spend by source ($m), 2007-15 23
Figure 8: UK and Ireland, high net worth banking and financial planning, technology spend by location (%), 2009 24
Figure 9: UK and Ireland, high net worth banking and financial planning, technology spend by location ($m), 2007-15 26
Figure 10: UK and Ireland, high net worth banking and financial planning, technology spend by business function (%), 2009 27
Figure 11: UK and Ireland, high net worth banking and financial planning, technology spend by business function ($m), 2007-15 30
Figure 12: UK and Ireland, retail asset management, technology spend by source (%), 2009 31
Figure 13: UK and Ireland, retail asset management, technology spend by source ($m), 2007-15 34
Figure 14: UK and Ireland, retail asset management, technology spend by location (%), 2009 35
Figure 15: UK and Ireland, retail asset management, technology spend by location ($m), 2007-15 37
Figure 16: UK and Ireland, retail asset management, technology spend by business function (%), 2009 38
Figure 17: UK and Ireland, retail asset management, technology spend by business function ($m), 2007-15 41
Figure 18: UK and Ireland, retail brokerage, technology spend by source (%), 2009 42
Figure 19: UK and Ireland, retail brokerage, technology spend by source ($m), 2007-15 45
Figure 20: UK and Ireland, retail brokerage, technology spend by location (%), 2009 46
Figure 21: UK and Ireland, retail brokerage, technology spend by location ($m), 2007-15 48
Figure 22: UK and Ireland, retail brokerage, technology spend by business function (%), 2009 49
Figure 23: UK and Ireland, retail brokerage, technology spend by business function ($m), 2007-15 52
Figure 24: UK and Ireland, mass affluent banking and financial planning, technology spend by source (%), 2009 53
Figure 25: UK and Ireland, mass affluent banking and financial planning, technology spend by source ($m), 2007-15 56
Figure 26: Wealth management industry technology spending, key stages in forecasting 57

Wealth Management Technology Spending in the UK and Ireland to 2015

Published By: Datamonitor

Price:

How to Purchase

Purchase products from our site in 5 easy steps. Please follow the description given below to complete your purchase process.

Step 1:

Select the report title of your interest, and Click on Buy Now button next to the Price option.

Step 2:

You will arrive at the Purchase page, where you will be requested to Signup (New User) or Login (Registered User). Please note that in-keeping with the security check on the website, you must submit your full details to avoid any inconvenience arising from incorrectly entered data or counterfeit information.

Step 3:

After SignUp/Login, you will arrive at the Online Invoice Page. Select a Payment option via various methods: Debit Card / Credit Card / by Invoice. MarketReportOnline accepts Visa, MasterCard, American Express and all major credit cards. MarketReportOnline uses ICICI, HDFC, Citibank, American Express & Paypal as our Online Payment Gateway Partners. Clicking on a payment option will take you to the corresponding Payment Gateway page.

Step 4:

Once at the Payment Gateway, please complete the Payment Process to purchase your desired report.

Step 5:

Once you have successfully completed the purchase process, you will receive a confirmation email. You will then either be able to download your report immediately (in PDF Format) from the Account Login button, or the report will be emailed to you directly, depending upon the agreement we have with the publisher. For Orders that are deliverable via email and placed after working hours, the delivery of the reports will be made on the next business day. Please note, if you select purchase by invoice, you will receive your report only once the payment has been received. If you have any queries about how to order, please Contact Us .

sales@marketreportsonline.com + 1 888 391 5441

Using our subscription option, you get access to market research reports and industry data of Industry Profiles market as per your needs. Get the best of Industry Profiles research reports by utilizing your research budgets in an optimum way.
More about our Subscription option

Get Email alerts about market research reports from industries and publishers of your interest: