Wealth Management Sector Scorecard – Thematic Intelligence

Powered by

All the vital news, analysis, and commentary curated by our industry experts.

Wealth Management Sector Scorecard Thematic Intelligence Report Overview

The wealth management sector must continuously invest in key themes to capture more market share. Digital investment platforms with the infusion of emerging technologies, such as artificial intelligence (AI) and machine learning, can offer customers efficient personalized services. This will not only help players retain customers but also gain a competitive advantage.

Environmental, social, and governance (ESG) services remain a key theme in the wealth space, accelerated due to the pandemic. Wealth managers are now launching multiple ESG funds. ESG fund inflows are reaching new milestones, and players are incorporating ESG ratings on multiple securities.

The wealth management sector scorecard thematic intelligence report assesses the key themes that are transforming the wealth management market currently. The thematic scoring methodology has been utilized to identify which companies will do well in the future, as well as those that will falter because of a lack of investment and focus.

Report Pages 22
Top Themes ·        Robo-Advice

·        Personalization

·        ESG

·        Data Security

·        Artificial Intelligence

·        Cybersecurity

·        Big Data

Enquire & Decide Discover the perfect solution for your business needs. Enquire now and let us help you make an informed decision before making a purchase.

Buy the Full Report for More Insights on the Wealth Management Sector Scorecard Theme, Download a Free Report Sample

Wealth Management Theme Map

A few of the biggest themes that are impacting the wealth management sector are robo-advice, personalization, ESG, data security, artificial intelligence, big data, and cybersecurity, among others. The figure below depicts our theme map for the wealth management industry. Our theme map for banking, payments, and wealth management highlights the big themes driving share prices and is the result of a series of interviews with senior industry executives and investors, reflecting an up-to-date view of the issues that keep them awake at night. Our theme maps cover not only disruptive tech themes but also macroeconomic and regulatory themes.

Wealth Management Sector Theme Map

Wealth Management Sector Theme Map

Buy the Full Report for More Insights on the Biggest Themes Driving Growth in the Wealth Management Industry, Download a Free Report Sample

Artificial Intelligence: Most wealth managers are now investing in AI. Gen AI (a subset of AI) will have a game-changing impact on the wealth management industry by harnessing the power of advanced machine learning algorithms. For instance, OpenAI’s ChatGPT reached one million users in five days and companies have started incorporating the technology. As the economy is being made more efficient through automation; machine learning and gen AI will be important for the wealth space in the future. New entrants tend to have generative AI as the backbone of their operations.

Cybersecurity: The wide range of personal and financial information being held on the world’s wealthiest individuals makes wealth management a prime target for hackers. As digital transformation increases, more cyberattacks and data breaches will occur, costing players millions. However, major industry players are hiring cybersecurity specialists, and increasing internal training on cybersecurity while others plan to launch more measures to make digital platforms more secure.

Big Data: Wealth management firms are swiftly embracing big data analytics as an indispensable tool for enhancing internal operations, managing risk effectively, and maximizing profitability. Moreover, the utilization of big data enables a deeper understanding of clients. It empowers wealth managers to make informed decisions tailored to individual needs and preferences.

Buy the Full Report to Know More About Other Top Themes Disrupting the Wealth Management Sector, Download a Free Report Sample

Wealth Management Sector Scorecard

At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our sector scorecards have three screens: a thematic screen, a valuation screen, and a risk screen. The wealth management sector scorecard has three screens:

  • The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
  • The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.
  • The risk screen ranks companies within a particular sector based on overall investment risk.

Wealth Management Sector Scorecard – Thematic Screen

Wealth Management Sector Scorecard – Thematic Screen

Buy the Full Report for More Scorecard Insights in the Wealth Management Sector, Download a Free Report Sample

Wealth Management Scorecards Methodology

Our scores have been developed using data from several databases in the GlobalData thematic research ecosystem. This is a dynamic score, and it will continue to be monitored and updated quarterly.

  • Viewing the world’s data by themes: GlobalData’s thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors.
  • Traditional research: Companies are impacted by multiple themes that frequently conflict with one another. The difficulty in picking tomorrow’s winners and losers in any industry arises from the sheer number of technology cycles – and other themes – that are in full swing right now.
  • Thematic engine: This identifies which companies are best placed to succeed in a future filled with multiple disruptive threats.

Scope

• 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 the 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.

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

Table of Contents

  • 1. Executive Summary
  • 2. Introduction
  • 3. Themes
  • 4. Sector Scorecard: Wealth Management

    • 4.1. Who’s who
    • 4.2. Thematic screen
    • 4.3. Valuation screen
    • 4.4. Risk screen

  • 5. Our Thematic Research Methodology
  • 6. About GlobalData
  • 7. Contact Us

Frequently asked questions

Wealth Management Sector Scorecard – Thematic Intelligence thematic reports
Currency USD
$995

Can be used by individual purchaser only

$1,995

Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company


Undecided about purchasing this report?

Enquire Before Buying Request a Free Sample

Get in touch to find out about multi-purchase discounts

reportstore@globaldata.com
Tel +44 20 7947 2745

Every customer’s requirement is unique. With over 220,000 construction projects tracked, we can create a tailored dataset for you based on the types of projects you are looking for. Please get in touch with your specific requirements and we can send you a quote.

Sample Report

Wealth Management Sector Scorecard – Thematic Intelligence was curated by the best experts in the industry and we are confident about its unique quality. However, we want you to make the most beneficial decision for your business, so we offer free sample pages to help you:

  • Assess the relevance of the report
  • Evaluate the quality of the report
  • Justify the cost

Download your copy of the sample report and make an informed decision about whether the full report will provide you with the insights and information you need.

Below is a sample report to understand what you are buying

See what our customers are saying

“The GlobalData platform is our go-to tool for intelligence services. GlobalData provides an easy way to access comprehensive intelligence data around multiple sectors, which essentially makes it a one-for-all intelligence platform, for tendering and approaching customers.

GlobalData is very customer orientated, with a high degree of personalised services, which benefits everyday use. The highly detailed project intelligence and forecast reports can be utilised across multiple departments and workflow scopes, from operational to strategic level, and often support strategic decisions. GlobalData Analytics and visualisation solutions has contributed positively when preparing management presentations and strategic papers.”

Business Intelligence & Marketing Manager, SAL Heavy Lift

“COVID-19 has caused significant interference to our business and the COVID-19 intelligence from GlobalData has helped us reach better decisions around strategy. These two highlights have helped enormously to understand the projections into the future concerning our business units, we also utilise the project database to source new projects for Liebherr-Werk to use as an additional source to pitch for new business.”

Market Analyst & Management, Liebherr-Werk

Your daily news has saved me a lot of time and keeps me up-to-date with what is happening in the market, I like that you almost always have a link to the source origin. We also use your market data in our Strategic Business Process to support our business decisions. By having everything in one place on the Intelligence Center it has saved me a lot of time versus looking on different sources, the alert function also helps with this.

Head of Key Accounts, Saab AB

Having used several other market research companies, I find that GlobalData manages to provide that ‘difficult-to-get’ market data that others can’t, as well as very diverse and complete consumer surveys.

Marketing Intelligence Manager, Portugal Foods

Our experience with GlobalData has been very good, from the platform itself to the people. I find that the analysts and the account team have a high level of customer focus and responsiveness and therefore I can always rely on. The platform is more holistic than other providers. It is convenient and almost like a one stop shop. The pricing suite is highly competitive and value for our organisation.

I like reports that inform new segments such as the analysis on generation Z, millennials, the impact of COVID 19 to our banking customers and their new channel habits. Secondly the specialist insight on affluent sector significantly increases our understanding about this group of customers. The combination of those give us depth and breadth of the evolving market.

I’m in the business of answering and helping people make decisions so with the intelligence center I can do that, effectively and efficiently. I can share quickly key insights that answer and satisfy our country stakeholders by giving them many quality studies and primary research about competitive landscape beyond the outlook of our bank. It helps me be seen as an advisory partner and that makes a big difference. A big benefit of our subscription is that no one holds the whole data and because it allows so many people, so many different parts of our organisation have access, it enables all teams to have the same level of knowledge and decision support.

Head of Customer Insight and Research, Standard Chartered

“I know that I can always rely on Globaldata’s work when I’m searching for the right consumer and market insights. I use Globaldata insights to understand the changing market & consumer landscape and help create better taste & wellbeing solutions for our customers in food, beverage and healthcare industries.

Globaldata has the right data and the reports are of very high quality compared to your competitors. Globaldata not only has overall market sizes & consumer insights on food & beverages but also provides insights at the ingredient & flavour level. That is key for B2B companies like Givaudan. This way we understand our customers’ business and also gain insight to our unique industry”

Head of Consumer Sensory Insights, Givaudan

GlobalData provides a great range of information and reports on various sectors that is highly relevant, timely, easy to access and utilise.  The reports and data dashboards help engagement with clients; they provide valuable industry and market insights that can enrich client conversations and can help in the shaping of value propositions. Moreover, using GlobalData products has helped increase my knowledge of the finance sector, the players within it, and the general threats and opportunities.

I find the consumer surveys that are carried out to be extremely beneficial and not something I have seen anywhere else. They provided an insightful view of why and which consumers take (or don’t) particular financial products. This can help shape conversations with clients to ensure they make the right strategic decisions for their business.

One of the challenges I have found is that data in the payments space is often piecemeal. With GD all of the data I need is in one place, but it also comes with additional market reports that provide useful extra context and information. Having the ability to set-up alerts on relevant movements in the industry, be it competitors or customers, and have them emailed directly to me, ensures I get early sight of industry activity and don’t have to search for news.

Senior Account Manager, TSYS
Go even deeper with GlobalData Intelligence Center

Every Company Report we produce is powered by the GlobalData Intelligence Center.

Subscribing to our intelligence platform means you can monitor developments at Wealth Management Sector Scorecard – Thematic Intelligence in real time.

  • Access a live Wealth Management Sector Scorecard – Thematic Intelligence dashboard for 12 months, with up-to-the-minute insights.
  • Fuel your decision making with real-time deal coverage and media activity.
  • Turn insights on financials, deals, products and pipelines into powerful agents of commercial advantage.