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Next Generation Wealth and Asset Management Operations Services Market Assessment and Forecast

Market Analysis

by Andy Efstathiou

published on Jan 11, 2018

Access to this report is restricted to logged in clients with access. Login to get full access

Report Overview:

NelsonHall's market analysis of the next generation wealth and asset management operations services consists of 88 pages.

Who is this Report for:

NelsonHall’s “Next Generation Wealth and Asset Management Operations Services Market Assessment and Forecast” report is a comprehensive market assessment report designed for:

  • Sourcing managers investigating sourcing developments within the wealth and asset management industry
  • Vendor marketing, sales and business managers developing strategies to target service opportunities within the wealth and asset management industry
  • Financial analysts and investors specializing in the wealth and asset management sector.

Scope of this Report:

The report analyzes the global market for wealth and asset management operations services and addresses the following questions:

  • What is the current and future market for wealth and asset management operations services?
  • What is the size and growth of the wealth and asset management operations services market by market segment?
  • Within wealth and asset management operations services, which processes are emerging strongly?
  • What are the market segments for wealth and asset management operations services and their characteristics? What are the drivers, benefits, and inhibitors for each segment? What are vendor capabilities by segment?
  • Which technologies and platforms are being utilized and what are the implications by market segment?
  • What are vendor challenges and critical success factors by market segment?
  • How are vendors positioned within each wealth and asset management operations services market segment?
  • Additional topics include: contract lengths; pricing models; partnerships; acquisitions; delivery center locations and the use of offshoring; vendor targeting by client size, geography, and industry.

Key Findings & Highlights:

W&A operations services is a mature business with high tier one adoption and growing mid/small tier adoption. All engagements start with PS and ~20% add BPS and/or hosting over time. Vendors are delivering elemental processes focused on non-differentiating processes including compliance, shareholder accounting, and fund administration. For the next 3-5 years, platform renewal, channel enablement, and CX will be the primary focus of tech efforts. Future delivery will be of platform-enabled services from shared service facilities (often BPaaS). The business focus will be matching revenues/costs and helping to improve revenue generation.     

NelsonHall estimates the size of the wealth and asset management operations services market to be ~$2,500m in 2017, and that it will grow at 2.8% per year in the period 2017 to 2022.

The wealth and asset management operations services is established with tier one W&A managers in mature markets. Lower tier W&A managers are beginning to consider widespread adoption due to severe cost pressures.  

Table of contents:

Table of contents:

  • Changing Shape of Wealth & Asset Management Operations Services
  • Buy-Side Requirements
  • Market Size and Growth
  • Vendor Market Shares
  • Vendor Offerings and Targeting
  • Vendor Challenges and Success Factors
  • Appendix A – Service Definitions
  • Appendix B – Vendor Details
  • Appendix C – Key Regulations

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