Wealth Management Sector Scorecard – Thematic Intelligence

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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

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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

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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.

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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

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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.


• 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.

Charles Schwab
JP Morgan
SoFi Morgan Stanley
Empower Retirement
Societe Generale
Magnum Research
Bank of Montreal
Scalable Capital
BNP Paribas
T Rowe Price
Wells Fargo
Deutsche Bank
Goldman Sachs
Credit Suisse
Lombard Odier
BoA Merrill Lynch
St. James's Place
BNY Mellon
ABN Amro
Northern Trust
Bank of China
Credit Agricole
Kotak Mahindra
Standard Chartered
China Merchants Bank
Raymond James
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

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