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Benchmarking of Top 50 Wealth Management Websites 2013

Websites for Wealth Management 2013

Nov. 08, 2013

The 4th Annual Report on Wealth Management and Private Banking 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 their are encouraging signs of positive development in wealth manager websites, there are still important areas where site visitors’ requirements are not being catered for adequately.

This report tells you in 251 pages all you need to know for developing, optimizing and implementing a wealth managment and 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 50 largest wealth managers worldwide (See analysed wealth management 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 54 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 together with the interactivity and social media integration offered by each bank. Based on this thorough, data-driven analysis, the report derives best practices and provides strategic and practical recommendations for creating websites that can engage both existing and new wealthy clients. 

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

  • Which banks offer state-of-the-art wealth management 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 50 wealth managers? 

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

  • What is the value of having interactive tools, apps and social media integrated 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 websites of the world´s Top 50 wealth management websites based on 54 detailed criteria

  • 50 comprehensive profiles of each wealth managers’s websites with an in-depth analysis and recommendations for each wealth manager

  • 25 best practices of wealth management websites in the areas of navigation, content and interactivity 

  • Recommendations on how a winning 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 of 50 pages containing with detailed evaluations by wealth manager according to 54 criteria (spreadsheet)

Analysed Wealth Management Websites: 

ABN Amro  Coutts J.P. Morgan SEB Bank
ANZ Credit Agricole Julius Bär Société Générale
BBVA Credit Suisse Lloyds Bank Standard Chartered
BNY Mellon DBS Bank Lombard Odier SunTrust 
Banque de Luxembourg Deutsche Bank Macquarie TD Bank Group
Barclays Fidelity Merrill Lynch U.S. Trust
Bessemer Trust Goldman Sachs Morgan Stanley UBP
BMO Harris HSBC Nordea UBS
BNP Paribas ICICI Northern Trust UniCredit
Bradesco ING Groep Pictet  Vontobel
Charles Schwab Intesa Sanpaolo PNC Wells Fargo
Citibank Investec RBC  
Commerzbank Itau Private Bank Santander  
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