Latest Insights

Free Webinar: November 15, 2017

Big Data for Wealth Management - A Practical Guide for Successful Implementation

In this free webinar we are pleased to share our key findings on how wealth managers can ensure that their Big Data initiatives stand a better chance of success... more >

Webinars on Digital Media in Wealth Management

Free Recordings of Webinars on Reaching Millennials, Chatbots and Account Aggregation in Wealth Management

In our MyPrivateBanking webinar series on the latest digital trends in wealth management we are pleased to share our key findings of selected reports. This following exclusive seminars offers answers on some of the the most pressing questions... more >

Report: Millennials and Digital Wealth Management 2017

Reaching Millennials – The Next Big Opportunity in Digital Wealth Management

Millennials’ net worth will double within five years and they will inherit tremendous fortunes in the decades to come. However, while wealth managers’ existing offerings for the wealthy millennial generation are insufficient, the right digital products can address this deficit effectively. Based on in-depth, face-to-face interviews with wealthy young adults our report explores how digital platforms can ultimately gain the loyalty of this broad and heterogeneous demographic group... more >
Standalone, digital only Robo-Adviso...

In our panel survey on Investors' Attitudes Towards...

Many robo-advisors fail to provide a...

As the robo-advisor market matures, there is an inc...