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Recently Released!!!
Date Published: May 2012
Comprehensive PPT Deck: 311 Slides
Summary PPT Deck: 67 Slides
The purpose of this research is to provide readers with an initial understanding of the various upscale channels, including CPA firms (their tax & financial planning businesses), law firms (their trusts & estates businesses), private banks, investment banks (their high net worth brokerage businesses), separate account managers, sports agents & business managers, and family offices. While these firms lack a common heritage, they share a common purpose of seeking to serve the ultra affluent.
This research addresses the three historical phases of the upscale channels business, including:
- Private Banks Dominance Phase
- Family Office Emergence Phase
- Consolidation Phase
This research outlines five key service providers to the upscale channels business, including:
- Custodians and Clearing Brokers
- Mutual Fund Companies & Other Traditional Product Companies
- Fee-Accounts, TAMPs, & Separate Account Managers
- Exchange Traded Funds, Hedge Funds, & Other Investment Product Companies
- Technology Companies & Other Key Service Providers to Upscale Channels
And this research makes the following future predictions for the upscale channels business, including:
- Increasing Growth in Upscale Channels Business
- Continuing Objective to Deliver Comprehensive Offers
- Increasing Use of Alternative Investments
- Continuing Search for the Ultimate Technology Solution
- Increasing Industry Consolidation & Collapse of Traditional Industry Silos
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