Wealth management

Demographic factors and retirement savings policy reforms have contributed to the rapid growth of the wealth management industry – from advice to portfolio services, asset management and custody. For insurers, wealth management has been a logical extension of existing distribution and asset management activities, and an opportunity to grow faster than the insurance industry. However, profiting from wealth management has presented challenges, particularly as the migration from institutional buyers (government and pension fund) to retail buyers - together with the corresponding evolution in advice and distribution channels - has put pressure on institutional business models and margins. 

At NMG we provide assistance to clients within many of the world’s leading wealth management markets. Our products and services include:

Consulting Services, including

• Concept development and testing
• Operational Benchmarking
• Strategy Consulting

 
Information Services, including

• Investor Census, the most comprehensive investor survey on savings and investments in the UK. Investor Census is a rich database of investor attitudes collected through 1,000 interviews with active investors each quarter.
• Money Monitor, a monthly omnibus survey focused specifically on the financial services market

Wealth Management – UK – 2008
[Extract from the Research Partner Insights Report]

Wealth Management - Asia Pacific - 2007
[Extract from the Research Partner Insights Report]

Wealth Management – UK – 2007
[Extract from the Research Partner Insights Report]