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Analyst Opinions
Innovation in Retail Wealth Management
The number of retail investors grew substantially over the course of the pandemic, with the number of emerging affluent investors rising to 18.2% in 2021 alone. Meanwhile, mass affluent investors increased by more than 8% year on year. The larger investor pool has spurred a renewed interest in serving the investment needs of consumers with modest portfolios. Several fintechs and established wealth managers have rolled out new products, service models, and technology to economically address the investment needs of this...
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Sector Analysis
Retirement Market 2021
In recent years, some players in the retirement and pension industry have taken much-needed steps to digitally revolutionize the sector. Retirement is a key motivation for both the younger and older generations to invest. Successful retirement services do not solely focus on retirees, but this major life event requires building a relationship with the heirs to the throne as early as possible, which is key for retention. With simplicity and customer experience coming to the forefront of the wealth management...
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Thematic Analysis
Wealth Management Scorecard – Thematic Research
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 and focus in these key wealth management themes. In this report, we score 60 of the world’s leading wealth management companies against the 10 themes that are impacting their industry the most....
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Thematic Analysis
Retirement Planning – Thematic Research
Many of the retirement products and services currently available are no longer fit for purpose. As society changes and people live and work in different ways, so too must retirement planning evolve to provide more choice, transparency, information, and flexibility for customers. This report explores key trends and opportunities in the retirement planning market, and examines how new providers with different business models are encroaching on the space.
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Sector Analysis
Global Wealth Managers – Competitive Dynamics 2020
This report benchmarks the world’s leading wealth managers by managed client assets and financial performance. The report covers the 44 most prominent institutions, including standalone private banks and wealth managers, as well as competitors that are part of larger universal financial groups. All international public wealth managers with over $100bn in private client AUM are featured in the report. The leading wealth managers around the world entered 2020 in a relatively strong position with a stellar year for client assets,...
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Sector Analysis
Robo-Advice in Retirement, Pensions, and Protection
"Robo-Advice in Retirement, Pensions, and Protection", report looks at the range of robo-advice propositions currently available, and uses them to give an overview of how the space is evolving. It analyzes what types of providers are entering the market, what type of service they offer, and what areas of customer finances they are advising on. The report concludes with key questions providers must ask themselves when developing a robo-advice service, alongside key lessons learned from the case studies. Robo-advice generally...
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Sector Analysis
Technology in Wealth Management: Drivers for Adoption and Future Trends
"Technology in Wealth Management: Drivers for Adoption and Future Trends", report provides a comprehensive analysis of how technological developments are affecting the wealth management industry, including both traditional providers and new digital entrants to the market. Among others, the report leverages findings from our Global Wealth Managers Survey and Mass Affluent Investor Survey. Investing in technology has leapt to the top of most wealth managers’ agendas. The emergence of robo-advisors has triggered interest in changing investor demographics and new approaches...
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Sector Analysis
Global Wealth Management: Competitive Dynamics 2018
The global private wealth market had a good 2017, and the top players of the sector benefited significantly as a result. While there was no change in the order of the world’s five largest private wealth managers, the Super League effectively gained market share among HNW investors, growing assets under management (AUM) at a faster pace than the overall wealth markets. Net inflows were the strongest since we began tracking and collectively, profits rose as cost-to-income ratios improved. This report...
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Track & Monitor
FinTrack: April 2019
Every month, FinTrack showcases the latest innovations from financial services providers around the world. Each innovation is assessed and rated on key criteria, providing you with valuable insight. The provision of financial services is constantly evolving, with new technology having a particularly significant impact. Innovations such as digital delivery, AI, biometrics, and robo-advice are enabling providers around the world to offer new and improved services to customers that will improve the way they manage their finances. The growing availability of...
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Company Insights
Fintech Profile: Addepar
Addepar offers a cloud-based investment management platform that aggregates all the financial information of family offices, wealth advisors, and private banks, and builds a portfolio analysis to provide a clear view of end-customer investments.