This report covers 10 key themes-including artificial intelligence, regulation, and ESG-and assesses how well providers in the wealth space are positioned for the future based on their competitive position in the themes disrupting their 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.
ESG services remain a key theme for wealth management, particularly after the collapse of the Net Zero Banking Alliance. Expansion in this theme has slowed down since, but wealth managers continue to launch ESG funds.
Although many changes in the right direction are being made, fines and cybersecurity issues have been prevalent in recent years among many providers in the wealth industry.
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.
ESG services remain a key theme for wealth management, particularly after the collapse of the Net Zero Banking Alliance. Expansion in this theme has slowed down since, but wealth managers continue to launch ESG funds.
Although many changes in the right direction are being made, fines and cybersecurity issues have been prevalent in recent years among many providers in the wealth industry.
Report Scope
- Traditional wealth players must invest in AI 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
- Identify the key themes within the wealth management sector.
- Learn about the likely leaders and laggards in the wealth sector over the next five years, enabling you to gain a competitive advantage.
Table of Contents
1. Executive Summary2. Introduction
3. Themes
4. Sector Scorecard: Wealth Management
5. Thematic Research Methodology
6. About the Analyst
7. Contact the Publisher
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- ABN AMRO
- Bank of China
- Banque
- Barclays
- BMO
- BNP Paribas
- BNY Mellon
- Charles Schwab
- China Merchants Bank
- Citigroup
- DBS
- Deutsche Bank
- Edmond de Rothschild
- EFG International
- Goldman Sachs
- HSBC
- ICBC
- Investec
- J. Safra Sarasin
- JPMorgan Chase
- Julius Baer
- Lombard Odier
- Merrill Lynch
- Morgan Stanley
- NatWest
- Nordea
- Northern Trust
- Nedbank
- OCBC
- Pictet
- RBC
- Rothschild & Co
- Santander
- Société Générale
- Standard Chartered
- TD Bank
- UBP
- UBS
- Vontobel
- Wells Fargo
- Raymond James
- ICICI
- Betterment
- Wealthfront
- Acorns
- Vanguard
- Moneyfarm
- Wealthify
- Empower Retirement
- True Wealth
- Fidelity
- Robinhood
- SoFi
- Kotak Mahindra Bank
- Scalable Capital
- Credit Agricole
- CIC
- SigFig
- Santander
- Nomura
- CIBC
