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Wealth Management Sector Scorecard 2024 - Thematic Research

  • PDF Icon


  • 22 Pages
  • March 2024
  • Region: Global
  • GlobalData
  • ID: 5654197
This report assesses the key themes that are transforming the wealth management market right now, utilizing our thematic scoring methodology to identify which companies will do well in the market in the future - and the companies that will falter as a result of their lack of investment in and focus on these key wealth management themes. In this report, we score the world’s leading wealth management companies against the 10 themes that are impacting their industry the most. Our resulting thematic engine helps us identify the strongest and weakest players in the wealth management sector.

The business transformation of the wealth industry continues at breakneck speed amid ongoing disruption driven by economic, regulatory, and technological factors. The future success of all players will be determined by how well they can adapt and respond to key themes.


  • Players are investing in emerging technologies such as artificial intelligence and machine learning to provide customers with the personalized service they yearn for, with some providers turning to big tech companies to aid them.
  • ESG remains a key theme in the wealth space, accelerated by the COVID-19 pandemic.
  • Fines and cybersecurity issues have been prevalent in recent years among many providers in the wealth industry.

Reasons to Buy

  • Identify the key wealth management themes and learn how they will affect the market.
  • Understand which themes your institution can address (and how) to drive share price.
  • Understand which players are best positioned for success within critical themes and why.
  • Learn which players are under-invested in key themes and thus most vulnerable to disruption.

Table of Contents

  • Executive Summary
  • Introduction
  • Themes
  • Sector Scorecard: Wealth Management
  • Who’s who
  • Thematic screen
  • Valuation screen
  • Risk screen
  • Thematic Research Methodology
  • About the Publisher
  • Contact the Publisher

Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • DBS
  • Betterment
  • Charles Schwab
  • WealthSimple
  • UBS
  • JP Morgan
  • SoFi Morgan Stanley
  • Empower Retirement
  • Fidelity
  • Societe Generale
  • OCBC
  • Magnum Research
  • Blackrock
  • HSBC
  • Robinhood
  • Bank of Montreal
  • Citigroup
  • SigFig
  • Scalable Capital
  • BNP Paribas
  • T Rowe Price
  • Acorns/Raiz
  • Vanguard
  • Moneyfarm
  • RBC
  • Wells Fargo
  • Barclays
  • TrueWealth
  • UOB
  • Stashaway
  • Deutsche Bank
  • Goldman Sachs
  • Pictet
  • Santander
  • Credit Suisse
  • Lombard Odier
  • BoA Merrill Lynch
  • St. James's Place
  • UBP
  • BNY Mellon
  • ABN Amro
  • Investec
  • Northern Trust
  • Vontobel
  • Bank of China
  • Credit Agricole
  • Kotak Mahindra
  • ICBC
  • Standard Chartered
  • CIC
  • China Merchants Bank
  • Raymond James
  • LGT
  • Algebra. J. Safra Sarasin
  • EFG International
  • Julius Baer