Wealth Management Technology Spending in North America to 2015

Date: April 1, 2011
Pages: 60
Price:
US$ 995.00
Publisher: Datamonitor
Report type: Data Base
Delivery: E-mail Delivery (PDF)
ID: WFEC356B6ECEN
Leaflet:

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Introduction

This databook provides insight into key technological market dynamics in the North American 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 North America
  • 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 North America declined at a CAGR of 3.2% between 2007 and 2009. This is expected to grow at a CAGR of 5.5% over the 2009-15 period.
  • The retail asset management line of business accounted for the largest share (35.8%) 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 27.7% and 26% shares, respectively.

Reasons to Purchase
  • Develop business strategies by analyzing the spending patterns among various business functions within the wealth management industry in North America
  • 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
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Overview
Catalyst
Summary
Table of Contents

LIST OF FIGURES


LIST OF TABLES

Introduction
Reasons to purchase
North America - Wealth Management Technology Spending
Overview
Technology spend by line of business
Technology spend by source
High Net Worth Banking And Financial Planning Technology Spending
Technology spend by source
Technology spend by location
Technology spend by business function
Retail Asset Management Technology Spending
Technology spend by source
Technology spend by location
Technology spend by business function
Retail Brokerage Technology Spending
Technology spend by source
Technology spend by location
Technology spend by business function
Mass Affluent Banking And Financial Planning
Technology spend by source
Appendix
Forecasting methodology
Further reading
Disclaimer

LIST OF TABLES

Table 1: Wealth management technology sources - definitions
Table 2: Wealth management business locations - definitions
Table 3: Wealth management business functions definitions
Table 4: North America, wealth management industry, technology spending ($m), 2007-15
Table 5: North America, wealth management industry, technology spending by line of business ($m), 2007-09
Table 6: North America, wealth management industry, technology spending by line of business ($m), 2009-15
Table 7: North America, wealth management industry, technology spend by source ($m), 2007-09
Table 8: North America, wealth management industry, technology spend by source ($m), 2009-15
Table 9: North America, high net worth banking and financial planning, technology spend by source ($m), 2007-09
Table 10: North America, high net worth banking and financial planning, technology spend by source ($m), 2009-15
Table 11: North America, high net worth banking and financial planning, technology spend by location ($m), 2007-09
Table 12: North America, high net worth banking and financial planning, technology spend by location ($m), 2009-15
Table 13: North America, high net worth banking and financial planning, technology spend by business function ($m), 2007-09
Table 14: North America, high net worth banking and financial planning, technology spend by business function ($m), 2009-15
Table 15: North America, retail asset management, technology spend by source ($m), 2007-09
Table 16: North America, retail asset management, technology spend by source ($m), 2009-15
Table 17: North America, retail asset management, technology spend by location ($m), 2007-09
Table 18: North America, retail asset management, technology spend by location ($m), 2009-15
Table 19: North America, retail asset management, technology spend by business function ($m), 2007-09
Table 20: North America, retail asset management, technology spend by business function ($m), 2009-15
Table 21: North America, retail brokerage, technology spend by source ($m), 2007-09
Table 22: North America, retail brokerage, technology spend by source ($m), 2009-15
Table 23: North America, retail brokerage, technology spend by location ($m), 2007-09
Table 24: North America, retail brokerage, technology spend by location ($m), 2009-15
Table 25: North America, retail brokerage, technology spend by business function ($m), 2007-09
Table 26: North America, retail brokerage, technology spend by business function ($m), 2009-15
Table 27: North America, mass affluent banking and financial planning, technology spend by source ($m), 2007-09
Table 28: North America, mass affluent banking and financial planning, technology spend by source ($m), 2009-15

LIST OF FIGURES

Figure 1: North America, wealth management industry, technology spending ($m), 2007-15
Figure 2: North America, wealth management industry, technology spending by line of business ($m), 2007-09
Figure 3: North America, wealth management industry, technology spending by line of business ($m), 2009-15
Figure 4: North America, wealth management industry, technology spend by source ($m), 2007-09
Figure 5: North America, wealth management industry, technology spend by source ($m), 2009-15
Figure 6: North America, high net worth banking and financial planning, technology spend by source (%), 2009
Figure 7: North America, high net worth banking and financial planning, technology spend by source ($m), 2007-15
Figure 8: North America, high net worth banking and financial planning, technology spend by location (%), 2009
Figure 9: North America, high net worth banking and financial planning, technology spend by location ($m), 2007-15
Figure 10: North America, high net worth banking and financial planning, technology spend by business function (%), 2009
Figure 11: North America, high net worth banking and financial planning, technology spend by business function ($m), 2007-15
Figure 12: North America, retail asset management, technology spend by source (%), 2009
Figure 13: North America, retail asset management, technology spend by source ($m), 2007-15
Figure 14: North America, retail asset management, technology spend by location (%), 2009
Figure 15: North America, retail asset management, technology spend by location ($m), 2007-15
Figure 16: North America, retail asset management, technology spend by business function (%), 2009
Figure 17: North America, retail asset management, technology spend by business function ($m), 2007-15
Figure 18: North America, retail brokerage, technology spend by source (%), 2009
Figure 19: North America, retail brokerage, technology spend by source ($m), 2007-15
Figure 20: North America, retail brokerage, technology spend by location (%), 2009
Figure 21: North America, retail brokerage, technology spend by location ($m), 2007-15
Figure 22: North America, retail brokerage, technology spend by business function (%), 2009
Figure 23: North America, retail brokerage, technology spend by business function ($m), 2007-15
Figure 24: North America, mass affluent banking and financial planning, technology spend by source (%), 2009
Figure 25: North America, mass affluent banking and financial planning, technology spend by source ($m), 2007-15
Figure 26: Wealth management industry technology spending, key stages in forecasting

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