Websites

Research Report on Digital Leaders in Wealth Management 2016

The report analyzes the overarching digital performance of 20 leading global private banks and wealth managers across all digital channels, and specifically for websites, mobile apps and social media. In addition, for the top 10 ranked digital wealth management leaders, the results are detailed in case studies and in an analysis of what makes them unique in their offerings and strategies.... more >

Report Websites for Wealth Management 2016

Our 7th annual report analyzes in 229 pages in detail the strengths and weaknesses of the wealth management desktop and mobile websites of 35 leading wealth managers worldwide. Based on 36 criteria for the desktop websites and 21 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 websites of wealth managers.... more >

Behind the Login of Wealth Managers Websites Report 2015

The report analyzes 15 client-only online and mobile presences of 12 leading global wealth managers on a framework of over 60 criteria and grouped into 8 main categories of evaluation. Based on this thorough, data-driven analysis, the report derives best practices and provides strategic and practical recommendations for creating secure desktop and mobile apps that will satisfy the needs of HNW/UHNW clients ‘Behind the Login’.... more >

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 Top 50 Wealth Management Websites 2013

The new generation of clients uses the website of a wealth manager as the primary information source for starting any potential business relationship. Our 4th annual report analyzes in 251 pages in detail the strengths and weaknesses of the wealth management websites of the 50 largest wealth managers worldwide. Based on 54 criteria grouped into three main categories of evaluation, the report benchmarks the user-friendliness of the websites, the quality of the content and...... 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 >

Benchmarking of Top 40 Private-Banking-Websites 2012

The new generation of clients uses the website of a wealth manager as the primary information source for starting any potential business relationship. This report analyzes in 220 pages in detail the strengths and weaknesses of the private banking and wealth management websites of the 40 largest wealth managers worldwide. Based on 55 criteria grouped into three main categories of evaluation, the report benchmarks the user-friendliness of the websites, the quality of the content and... more >

Benchmarking of World`s Top 40 Private-Banking-Websites

The future of Private Banking and Wealth Management is increasingly tied to the Internet. This 170-page report analyzes in detail the strengths and weaknesses of the Private Banking websites of the 40 largest Private Banks and Wealth Managers worldwide. Based on this analysis the report derives best practices and gives in-depth recommendations for winning over affluent clients through the Internet.... 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 >
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Why BigData projects often fail (and...

(By Onawa Lacewell, Analyst) Big Data projects i...