Wealthy and Affluent Self-Directed Investors 2017 - How Wealth Managers can Win them back-Research Report-MyPrivateBanking Research
Wealthy and Affluent Self-Directed Investors 2017 - How Wealth Managers can Win them back-Research Report-MyPrivateBanking Research
Wealthy and Affluent Self-Directed Investors 2017 - How Wealth Managers can Win them back-Research Report-MyPrivateBanking Research Wealthy and Affluent Self-Directed Investors 2017 - How Wealth Managers can Win them back-Research Report-MyPrivateBanking Research Wealthy and Affluent Self-Directed Investors 2017 - How Wealth Managers can Win them back-Research Report-MyPrivateBanking Research Wealthy and Affluent Self-Directed Investors 2017 - How Wealth Managers can Win them back-Research Report-MyPrivateBanking Research

Wealthy and Affluent Self-Directed Investors 2017 - How Wealth Managers can Win them back

Dezember 2017

Regular price $2,400.00 Sale

The growth of the self-directed investor (SDI) segment to a third of the global wealth management market, along with the move away from the advisory or discretionary mandate, reflects a crucial change in the financial services industry. 

The report profiles the current self-directed investor and tells you all you need to know for recruiting and retaining the wealthy and affluent SDIs. The report is based on a MyPrivateBanking panel survey of a 1000 affluent and high net-worth investors, 25% of whom identify as self-directed, and provides banks and wealth managers with key insights necessary for developing products, services and digital functionalities needed to please this crucial client segment.

>> Click here for Report Summary and Table of Contents <<

To map out the competitor landscape and offer valuable learning points the report includes a detailed examination of four brokers and three banks and wealth managers who target the HNW SDIs explicitly. Further, the report presents four forecasting scenarios for the growth of self-directed HNWIs AuM and identifies key trends, intervening variables, and key explanatory variables associated with the self-directed investing trend. 

Wealth managers, banks, discount brokers, IT vendors and consultants will find answers to the following key questions:

  • What is the typical age, gender and household income of a self-directed investors?
  • What is the share of SDIs in the US, UK, France, Germany and Switzerland?
  • What are the regional differences in why respondents choose self-directed investing?
  • How high is the share of assets that investors manage using self-directed methods?
  • Why do HNWI choose self-directed investing and how important are fees in their decision-making?
  • What are the typical investing behaviors e.g. trading patterns, diversification etc. of SDIs?
  • What share of HNW AuMs in North America, Europe, and globally are invested using self-directed methods? How high could this share be in five years?
  • How do bull and bear markets impact general patterns in HNW self-directed investing?
  • What are best practices for services, tools and platforms targeted to wealthy SDIs?
  • What can wealth managers learn from online brokers about serving wealthy SDIs?
  • How have brokers and banks moved to capture the HNW self-directed investor? Which of these methods are most successful?
  • Which strategies do discount brokers employ to compete against wealth managers?
  • How do current offerings of private banks and wealth managers for affluent and wealthy self-directed investors look like?
  • Which products, services and digital functionalities are needed to please self-directed clients?
  • Which are the ten most crucial steps wealth managers have to take to recruit and retain self-directed investors?

Detailed analysis, data-driven insights and recommendations for recruiting and retaining the wealthy self-directed investor:

  • Traits, motivations and investing behaviors of the self-directed investor incl. specific demographic, motivational and the behavioral profiles
  • Four forecasting scenarios for the growth of self-directed HNW AuM as a percentage of total HNW AuM globally and for North America and Europe.
  • Key trends, intervening variables, and key explanatory variables to the self-directed investing trend
  • Analysis of both the self-directed investor segment and the products and services offered by competitors in the market.
  • Detailed examination of four brokers who target the HNW SDI explicitly and serve as typical case studies for the aggressive growth strategies of discount brokers who are competing head-on against wealth managers.
  • Case studies of three banks with private and wealth management services who have developed additional services specificallly for affluent and wealthy self-directed investors
  • Learning points for wealth managers from offerings for SDIs by online brokers
  • Detailed overview of the products, services and digital functionalities needed to please self-directed clients
  • Ten key recommendations for wealth managers to recruit and retain self-directed investors.  


The report includes more than 25 graphs and charts, and it comes with two additional files: 

  • Key insights deck containing an easy-to-understand six-slide presentation that summarizes key findings for quick sharing
  • Powerpoint presentation with ten of the key graphical findings on SDI demographics.