Wealth Management Scorecard – Thematic Research
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All the vital news, analysis, and commentary curated by our industry experts.
COVID-19 is a tough wake-up call for all players in the wealth space. Those that accelerate a long-awaited business transformation as a result will survive. Putting ever-changing customer needs at the top of their priority list will be the key to success in the post-crisis world.
Scope
COVID-19 is the biggest theme to affect wealth management right now.
DBS and Charles Schwab are the strongest incumbent players.
Betterment and Wealthsimple are the strongest new entrants.
Coronavirus is the theme that will have the biggest impact on the wealth management industry in the immediate future and will accelerate investments into other themes such as digitization, robo-advice, and cybersecurity.
Reasons to Buy
Identify the key wealth management themes for the next few years 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 underinvested in key themes and most vulnerable to disruption.
Betterment
Charles Schwab
Wealthsimple
UBS
Wealthfront
Nutmeg
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
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