Strategic Intelligence: Wealth Management Sector Scorecard 2025

This report assesses the key themes that are transforming the wealth management market right now, utilizing the analyst's 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.

Digital investment platforms have been a hot topic in the wealth industry. As they seek to capture more market share, traditional players are recognizing their value and acquiring or partnering with them. Many 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 players turning to Big Tech companies to aid them.

Scope

• Traditional wealth players must invest in artificial intelligence and machine learning for personalized services.
• ESG services are crucial, with multiple ESG funds and ratings being launched.
• Addressing regulatory, data privacy, and cybersecurity issues is vital for longevity.

Reasons to Buy

• This scorecard predicts the likely leaders and laggards in the wealth management sector over the next five years.
• This enables users to gain a competitive advantage as it gives a top-down comprehensive outlook on key players in the wealth management sector.