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Benchmarking of Top 40 Private-Banking-Websites (2012)

Wealth Management Websites That Win Clients

Oct. 02, 2012

The 2012 Report on Private Banking and Wealth Management Websites: Comprehensive, Data-Driven, Rigorous

                                                    ORDER REPORT

The future of Private Banking and Wealth Management is increasingly tied to the Internet. The new generation of clients uses the website of a wealth manager as the primary information source for starting any potential business relationship. New social networks are employed by clients to gather information and opinions about their wealth adviser. These are radically new demands for the vast majority of wealth managers. As our research shows, most of them are not prepared for change yet. 

This report tells you in 220 pages all you need to know for developing, optimizing and implementing a private banking website with maximum appeal to the demanding group of wealthy individuals. Our research team of technology and industry experts analyzed in detail the strengths and weaknesses of the private banking and wealth management websites of the 40 largest private banks and wealth managers worldwide (See analysed private banking websites below). The report provides an assessment and recommendations for each of them and the wealth management industry as a whole.
              >>Click here for Table of Contents, Methodology, Executive Summary<<

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 the contact options as well as interactivity and social media integration offered by each bank. Building on this analysis the report derives best practices and gives in-depth recommendations for winning over and keeping affluent clients through the Internet. In addition, the report also provides directions to the interactive future of bank marketing on Web 2.0.   

The report gives wealth managers, private bankers, IT vendors and consultants answers to the following questions:

  • Which banks offer state-of-the-art private banking websites, and who are the laggards?

  • What are the positive and negative characteristics of the wealth management and private banking websites offered by the world’s Top 40 wealth managers? 

  • What navigation, content and interactivity should a bank’s wealth management website have to catch the attention and meet the needs of clients and non-clients?

  • What is the value of interactive tools, apps and the integration of social media into the website?

  • What can be learned from the best practices identified among the private banking websites that were analyzed?

  • How should social networks such as Facebook, Twitter, LinkedIn be integrated in a private banking website?

Main Content:

  • Benchmarking and ranking of the world´s Top 40 Private Banking websites based on 55 detailed criteria

  • 40 comprehensive profiles of each bank’s websites with an in-depth analysis and recommendations for each bank

  • More than 30 best practices of private banking websites in the areas of navigation, content and interactivity 

  • Recommendations on what a wealth manager’s website should look like 

  • Recommendations for the integration of social networks like Facebook and Twitter and the use of social media on the website

  • Comprehensive data appendix with detailed evaluations of all 40 banks (spreadsheet)

Analysed Private Banking Websites: 

ABN AMRO Deutsche Bank Nordea
ANZ Bank Erste Bank Northern Trust
Banco Bilbao V.A. Goldman Sachs Royal Bank of Canada
Barclays HSBC Santander
BNP Paribas ING Groep Société Générale
BNY Mellon Intesa Sanpaolo Standard Chartered
Bradesco Itaú Private Bank U.S. Trust
CIBC J.P. Morgan Union Bank Privée
CITI Bank Julius Bär UBS
Coutts & Co. Lloyds Banking Group Unicredit
Crédit Agricole Macquarie Wells Fargo
Credit Suisse Merrill Lynch  
DBS Bank Morgan Stanley  



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