Future Trends

Report: Digital Leaders in Wealth Management 2016

Majority of wealth managers lack a coherent strategy; few perform robustly across all digital channels

Today, even the digital leaders among the global wealth managers are still providing an uneven digital experience, performing well on one channel, but not as well on others. There is a general lack of a coherent, overarching cross-channel strategy for serving clients. This is a key finding of the report for which we analyzed and ranked the overall digital performance of 20 leading global private banks and wealth managers. The winners of our rankings are UBS and Merrill Lynch, followed by... more >