Research Reports

Benchmarking of Top 40 Wealth Management Websites

Our 5th annual report analyzes in 267 pages in detail the strengths and weaknesses of the wealth management desktop and for the first time as well mobile websites of the 40 largest wealth managers worldwide. Based on 48 criteria for the desktop websites and 24 criteria for the mobile websites, the report benchmarks the user-friendliness, the quality of the content and the contact options and interactivity offered by the wealth management desktop and mobile websites of each institution...... more

Benchmarking of Top30 Wealth Managers Mobile Apps

Wealth managers do not tap sufficiently the potential to engage with clients, talk to clients, sell to clients and win new clients via their mobile touch points. Our report analyzes in 190 pages in detail the strengths and weaknesses of the mobile apps of 30 leading fund managers worldwide. Based on 47 criteria grouped into eight main categories of evaluation, the report benchmarks the availability of mobile apps; core functions for clients; security and privacy; support features... more

Benchmarking of Top20-Fund Management Mobile Apps

Seen in the light of the potential that mobile apps offer to investment fund companies, the small number of companies that have actually invested in apps for investors is truly surprising. Our report analyzes in158 pages in detail the strengths and weaknesses of the mobile apps of 20 leading fund managers worldwide. Based on 28 criteria grouped into nine main categories of evaluation, the report benchmarks the availability of information; support features for clients; communication;... more

Benchmarking of Top40-Banks Mobile Apps

After taking great strides in the development of their mobile banking products in preceding years, the majority of the banks’ did not overhaul their apps or develop fresh mobile solutions this year, and numerous apps became outdated or simply vanished. This 295-page report analysed the strengths and weaknesses of the mobile apps of the 40 largest retail banks worldwide in detail. In total more than 170 mobile apps were evaluated.... more

Mobile Solutions Vendor Report 2014

Mobile solutions for financial advisors to support client interaction and the advisory process will become one of the most industry-disruptive, but potentially most rewarding developments in the wealth management sector. This rigorous and detailed 95-page report tells you all you need to know for assessing what an optimal mobile solution for financial advisors should look like and what the strengths and weaknesses of the leading software vendors are.... more

Top-30 Social Media Presences in Wealth Management

The banks Barclays, Coutts and Wells Fargo offer the best social media presences for their wealthy clients, but overall the quality of the social media activities by wealth managers did not improve noticeably over the course of the last year. For this report we analyzed the strengths and weaknesses of the social media presences of the 30 largest private banks and wealth managers worldwide. In total, almost 500 social media presences were evaluated. ... more

Benchmarking of Top35-Wealth Managers E-Publications 2013

Despite the current electronic publishing revolution, many wealth managers are not yet offering a balanced portfolio of publications (newsletters, client magazines, investment updates etc.) via electronic media. This 200-page report evaluates in total more than 300 e-publications of 35 leading wealth managers worldwide. It offers the analysis and recommendations required for developing, optimizing and implementing a winning e-publications strategy for high-net-worth clients. ... more

Mobile Solutions Vendor Report 2013

Mobile solutions for financial advisors to support client interaction and the advisory process will become one of the most industry-disruptive, but potentially most rewarding developments in the wealth management sector. This rigorous and detailed 95-page report tells you all you need to know for assessing what an optimal mobile solution for financial advisors should look like and what the strengths and weaknesses of the leading software vendors are. ... more

Top-30 Wealth Managers Social Media Benchmarking 2012

The leading private banks and wealth managers are getting better at deploying certain elements and platforms of social media but none of the wealth managers surveyed in our 2012 report has utilized the full potential of social media networks such as Facebook, Twitter, LinkedIn and their own websites for reaching out effectively to affluent users. This detailed, 160-page report tells you all you need to know for developing and implementing a winning social media strategy in wealth management. ... more

MyPrivateBanking Social Media Report (April 2012)

Only a selected group of the world’s leading banks have finally grasped the opportunities of social media such as Facebook and Twitter to reach retail customers. As our research shows, more than two-thirds of the of leading banks worldwide still miss out on leveraging the new opportunities provided by social media. This report tells you all you need to know for developing, optimizing and implementing a winning social media strategy in banking within 233 pages... more

Benchmarking the Top-30 Banks Social Media Presence

Despite the immense growth of social media usage, the majority of leading banks and wealth managers have failed to discover the potential of social media and act on it. This detailed, 95-page report analyzes the strengths and weaknesses of the social media presence of the 30 largest Private Banks and Wealth Managers worldwide. Using 32 criteria, the social media activities of each bank are ranked, on the basis of an individual evaluation of each bank’s presence in Facebook, Twitter & Co.... more

Client Monitor Wealth Management (Germany)

MyPrivateBanking Research’s Monitor monitoring of wealth management clients in Germany presents a thorough analysis of the needs and satisfaction levels among clients of the German wealth management market. 300 wealthy private clients with asset amounting to more than 250,000 euros and/or a yearly gross income of more than 150,000 euros were interviewed. The clients’ attitudes were analyzed extensively. Profiles of satisfaction levels, clients’ willingness to change banks.... more