Discretionary Asset Management Market Report 2016: HNW Demand, Size, Share, Growth & Drivers

“Discretionary Asset Management: HNW Demand and Drivers”
OrbisResearch has added report on “Discretionary Asset Management: HNW Demand and Drivers” Market report to its research database. The report is split by product types, Size, Share, Trends, Growth and Applications

Globally over half of HNW investment portfolios are placed in discretionary mandates. However, the uptake of these services differs by country. While wealth managers in developed economies such as the UK and the US can attract investors to discretionary services relatively easily thanks to their established reputations, players in emerging markets have a longer way to go. Nevertheless, despite the challenging competitive environment, the penetration of mandated offerings is expected to increase, in line with most global players’ business strategies.

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Key Findings

– With 81.5% of HNW portfolios placed in discretionary services, Singapore has the highest penetration of discretionary mandates. The UK and the US follow.

– In absolute terms, China follows the US as the world’s second largest market for discretionary asset management. With increasing demand for these services from HNW investors, many players are likely to look for options to enter the market.

– Lack of time and expertise are two major factors encouraging HNW clients to use the services offered by discretionary portfolio managers.

– The relatively high cost of discretionary services can deter investors and make them more willing to opt for advisory mandates.

– Although dubbed “robo-advisors,” a number of digital players in Europe in fact offer discretionary investment management at competitive prices.

– A number of industry leaders, including UBS and Citi Private Bank, place higher mandate penetration at the center of their business strategies


“Discretionary Asset Management: HNW Demand and Drivers” report draws on our 2016 Global Wealth Managers Survey to analyze HNW investors’ preferences and attitudes towards discretionary asset management services across the globe. It sizes the market for discretionary mandates and examines key drivers behind wealthy individuals choosing such services. The competitive landscape is also analyzed.

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Specifically, the report:

– Estimates the value of HNW assets invested via discretionary mandates

– Compares HNW individuals’ willingness to use discretionary services in different countries

– Identifies target client groups for discretionary asset managers

– Compares drivers for discretionary mandates between countries and regions

– Examines the client targeting strategies of discretionary portfolio managers

– Explores robo-advisors’ potential to disrupt traditional discretionary asset management business

Reasons to Buy

– Discover how much HNW wealth is invested via discretionary mandates.

– Identify markets offering the greatest growth potential for discretionary asset management.

– Learn why HNW investors choose to opt for discretionary services, and how these motivations differ between countries, particularly in emerging and developed markets.

– Gain an insight into best-practice examples from competitors operating within the discretionary mandates landscape.

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Executive Summary :

Discretionary mandates remain the domain of developed markets

Key findings

Critical success factors


Defining discretionary asset management

Wealth managers offer a range of asset management solutions to cater for HNW investors

Globally, 51.9% of HNW wealth is placed in discretionary mandates

HNW investors in Asia Pacific show the weakest preference for discretionary asset management

The penetration of discretionary is higher in developed markets

Discretionary asset management has only started developing in emerging markets

The global HNW discretionary asset management market is worth $15.7tn

The value of the market will continue to expand with the growth of HNW assets

In regional terms, the US represents the largest opportunity

Wealth managers will be trying to win a share of the Chinese market

Demand for professional advice will increase, partially encouraged by market volatility

However, wealth managers expect higher demand for advised rather than discretionary mandates

Increased demand for discretionary portfolio management will come from investors already familiar with the service

Mass affluent investors show a higher tendency to self-direct


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