This detailed report tells you all you need to know for developing, optimizing and implementing a winning digital strategy for serving ultra-wealthy clients‘ unique needs. Based on 25 criteria the report benchmarks the digital offerings targeted to ultra-high-net-worth clients by 12 leading private banks and family offices worldwide. The report describes the current and future digital needs of ultra-wealthy clients and provides best practices and case studies of technology innovation from adjace... More >

Report on Fund and Asset Management Websites of Top15 Fund Managers

Websites for Fund and Asset Management 2016
The report analyzes in detail the strengths and weaknesses of desktop and mobile websites for individual investors of the 15 leading fund and asset management companies worldwide. It includes comprehensive profiles of each fund manager’s individual investor website, 15 best practices of fund management websites and recommendations on how a winning fund manager’s mobile and desktop websites should look ... More >

Behind the Login of Wealth Managers Websites Report 2015

Wealth Management ‘Behind the Login’ - Decoding the Client Experience
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 >
Our 6th annual report analyzes in 330 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 28 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 >
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

Websites for Wealth Management 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

E-Publications for Wealth Management Clients
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

Wealth Management Websites That Win Clients
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

How Wealth Managers Can Win Clients Online
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)

Needs, Attitudes, Satisfaction Levels of Wealthy Private Clients
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 >

Investor Survey Report on Robo-Advisors and Wealth Management 2016

Investors’ Attitudes towards Robo-Advisors – Evidence from the US and the UK
The report is based on a quantitative panel survey among 600 mass affluent, affluent and high-net-worth individuals in the UK and the UK. The report analyzes the behaviors, attitudes and needs of the wealthy in respect to robo-advice. Besides exploring investors’ attitudes towards specific features of online investment platforms, the survey tests brand awareness and the level of openness towards innovation in this field.... More >
This rigorous and detailed report tells you all you need to know for assessing this new stage in the evolution of robo-advisors, the strengths and weaknesses and lessons to be learned from of a selection of existing hybrid robo-advisor innovators and the implications for conventional wealth managers. This is complemented by the MyPrivateBanking’s market projections and five case studies of hybrid robo innovators.... More >
The explosive growth of crowdfunding poses substantial opportunities and threats to wealth managers. This 159-page report explores, analyzes and profiles in-depth 14 crowdfunding platforms that are of strong relevance for the wealth management industry in the sectors of donation and reward-based crowdfunding, marketplace lending, P2B lending and equity crowdinvesting. Furthermore, the report offers an extensive analysis of the status and future of crowdfunding markets in wealth management... More >

Research Briefing April 2015

Gamification and Wealth Management
Gamification has developed into an important tool for financial services firms to reach out to clients, prospects, job seekers, employees and other stake-holders. However, so far the wealth management industry has shown utmost caution in adopting this new digital approach and we have identified only a very limited number of cases. This brief encourages wealth management firms to use gamification as part of their digital strategy, it shows best practice cases and suggests strategic recommendation... More >
The disruptive effects of robo-advisors and automated investment services to the traditional wealth management industry are on the rise. This 201-page report analyzes in detail the strengths and weaknesses of 19 individual robo-advisor companies according to 48 criteria. In addition, it evaluates six new automated services by established financial services companies and as well seven companies that are active as technology or platform providers. ... More >
Even though robo-advisors are only just getting started as players in the wealth management industry, their presence is likely to be the cause of severe turbulence for traditional wealth managers. This 121-page report has identified 14 leading robo-advisors and analyzes in detail the strengths and weaknesses of each of them according to 48 criteria and rank their potential threat to conventional wealth management. It provides recommendations on how conventional wealth managers can benefit... More >
This 179-page report analyzes in detail the strengths and weaknesses of the mobile apps relevant to wealthy clients of the 30 leading wealth managers worldwide. In total, more than 60 mobile apps were evaluated. It includes comprehensive profiles of each wealth manager’s mobile apps offering, 15 best practices for mobile apps features and recommendations on how a winning wealth manager’s mobile app should look... More >
This rigorous and detailed report offers an extensive analysis of the current status as well as the future of banking apps offered for the Apple Watch. The report offers a detailed analysis of the strengths and weaknesses of the Apple Watch apps from 22 leading retail banks worldwide according to nine basic features in the fields of functionalities, features and design. The Apple Watch app products from these banks are ranked and 17 best practices are highlighted.... More >
Banking apps are still failing to engage customers, and in today’s fast-paced mobile technology environment, banks remain preoccupied with the provision of core features. This 306-page report tells you all you need to know to develop, optimize and implement a winning banking app strategy. This 306-page report analysed the strengths and weaknesses of the mobile apps of the 35 largest retail banks worldwide in detail. In total more 111 mobile apps plus 19 Apple Watch apps were evaluated.... More >

Benchmarking of Top30-Wealth Managers Mobile Apps 2015

Mobile Apps for Wealth Management 2015 - Innovation Leaders and Innovation Laggards
Wealth managers have made little progress over the last year in offering their high-net-worth clientele exclusive mobile apps. Despite the fact that mobile devices are now more popular among high-net-worth individuals than PCs and notebooks. Our report analyzes in 250 pages in detail the strengths and weaknesses of the mobile apps of 30 leading wealth managers worldwide. Based on 53 criteria grouped into eight main categories of evaluation, the report benchmarks core features, security; strategy... More >
The Apple Watch has been described as watch-like, but more of an extension to a phone. Will it play a leading role as part of a broader wearables trend thanks to Apple’s leading edge marketing? Will this be the start of wearable wealth management and a new era for mobile banking apps?... More >

Digital Solutions for Financial Advisors and Wealth Managers

Digital and Mobile Solutions for Financial Advisors 2015
Wealth managers’ traditional model of providing financial advice is under attack by computers with increasingly cognitive abilities, but they can fend off these threats by applying the right technology. This rigorous and detailed 144-page report tells you all you need to know for assessing what an optimal digital and mobile solution for financial advisors should look like and what the strengths and weaknesses of the 15 software vendors are... More >
This in-depth 396-page report provides the data and analysis required to make the right decisions on how to best serve affluent and high-net-worth individuals in the US, Germany, France, the UK, and China with mobile and digital technologies. In addition, the report compares the requirements of the survey respondents to the reality of today’s banking apps.... More >
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

Mobile Apps for Fund Management 2014: A critical channel to reach investors
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 >
After taking great strides in the development of their mobile banking products in preceding years, the majority of the banks’ app portfolios appear to have stagnated in this year’s review. Few banks managed to overhaul their apps or develop fresh mobile solutions, and numerous apps became outdated or simply vanished. This 295-page report evalautes in detail more than 170 mobile of 40 leading retail banks worldwide... More >

Mobile Solutions Vendor Report 2014

Mobile Apps for Financial Advisors 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 >

Benchmarking of Top30-Wealth Managers Mobile Apps 2013

Mobile Apps for Wealth Management
Wealth Managers are making significant progress towards providing their wealthy clients with apps that equip them for a mobile world and yet there remain critical shortcomings in the range of mobile functions offered. These are key findings of the new report “Mobile Apps for Wealth Management 2013” for which the Swiss research company MyPrivateBanking Research analysed and ranked, in total, more than 100 mobile apps of 30 leading wealth managers worldwide.... More >

Benchmarking of Top50-Banks Mobile Apps

Mobile Apps for Banking 2013
The overall quality of mobile apps for banking is increasing but there is still a critical lack of more advanced, user-friendly features and content. This 270-page report analysed the strengths and weaknesses of the mobile apps of the 50 largest banks worldwide in detail. In total more than 200 mobile apps were evaluated. ... More >

Mobile Solutions Vendor Report 2013

Mobile Apps for Financial Advisors and Wealth Managers
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 >

Social Media Presences in Wealth Management Report 2016

Social Media for Wealth Management – Learning from the Best
This detailed report analyzes the social media performance of more than 200 wealth managers worldwide and identifies the top 10 wealth managers on Facebook, Twitter, LinkedIn and YouTube plus Pinterest and Instagram.The results are illustrated by industry best practices for each platform. Based on these case studies, the report derives a detailed guide for a winning approach to social media targeted at wealth managers and their clients.... More >

Top-20 Banks Social Media Presences in Banking and Wealth Management

Social Media for Banking and Wealth Management 2014: The Gap is Widening
The report analyzes in detail the strengths and weaknesses of the wealth management, retail banking and corporate/investor relation social media presences of the 20 leading banks worldwide. In total, almost 300 social media presences were evaluated. Using 77 criteria in total for each bank, with up to 27 criteria for each division, ... More >

Top-30 Social Media Presences in Wealth Management

Social Media for Wealth Management 2013: The Train is Leaving
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 >

Top-30 Wealth Managers Social Media Benchmarking 2012

Social Media for Wealth Management
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)

Social Media in Banking 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

Wealth Management and Social Media
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 >
Financial services applications of A.I. (“Artificial Intelligence”) techniques are growing and extending rapidly. Banks are using A.I. to enhance customer service, monitor payments and improve compliance. Many of these uses will also benefit wealth management. The flash report illustrates the different A.I. techniques being used and an overview of how they are relevant to retail/private traders and investors today. It also investigates the potential impact and benefits of A.I. for wealth manager... More >
Many robo-advisors of the first generation offer relatively simplistic, cookie-cutter-style platforms to channel and support clients’ investment decisions. However, one of the keys to success in this area is the ability to truly understand and cater to the deep needs and passions of a client base that is highly heterogeneous and diverse. This flash presents two examples of an ever-growing market that is disrupting the way people build, monitor, and rebalance investment portfolios.... More >
Financial service providers, especially wealth managers, can no longer rely on the traditional business model of targeting high net worth clients with a high-touch and high-cost approach. Major demographical changes come with a new generation of investors. This flash report identifies the reasons why fund and wealth managers need to think about marketing automation and how wealth managers can increase the conversion capabilities of their websites.... More >
For more than 20 years authentication mechanisms in online banking and brokerage have essentially stayed the same while Internet and mobile technology in other areas has changed rapidly. Banking and brokerage clients are sick and tired of typing in complicated passwords or using arcane token technology to access their online or mobile banking platforms. This brief identifies five steps how to make authentication a highly positive user experience... More >

Flash Report (2015/12)

Gamification and Wealth Management
Gamification has developed into an important tool for financial services firms to reach out to clients, prospects, job seekers, employees and other stake-holders. However, so far the wealth management industry has shown utmost caution in adopting this new digital approach and we have identified only a very limited number of cases. This brief encourages wealth management firms to use gamification as part of their digital strategy, it shows best practice cases and suggests strategic recommendation... More >
Will the momentum being added with the Apple Watch will lead to a tipping point for users and the way they manage their finances and wealth with mobile technology. This brief looks at the potential of the Apple Watch to be useful for mobile banking and wealth management. It will also give a broader perspective on the use in the banking sector.... More >