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Benchmarking of Top35-Wealth Managers E-Publications 2013

E-Publications for Wealth Management Clients

Aug. 30, 2013

The Ultimate Report on E-Publications in Wealth Management: Comprehensive,  Data-Driven, Rigorous


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. Although basic features, such as technical quality, prove to be satisfactory, the most critical shortcomings are too narrow a focus on only a few topics and under use of available media formats. The winner of our ranking is UBS with an overall score of 41 out of 45 points, followed by Credit Suisse with 40 points and Wells Fargo with 39 points. However, despite these high scores by the best performers, a significant part of the wealth management industry still has to learn how to utilize the great opportunities that e-publications present. Wealth managers can reach out to, target and interact with wealth clients and prospective clients through e-publications that have engaging topics and are made available on all online and mobile channels.

This 200-page report tells you all you need to know for developing, optimizing and implementing a winning e-publications strategy for high-net-worth clients. Our research team of technology and wealth management experts analyzed the strengths and weaknesses of the e-publications of 35 leading wealth managers worldwide in detail (see the wealth managers analyzed below). In total, more than 300 e-publications were evaluated. The report provides an assessment and recommendations for the e-publications-strategy of each wealth manager and for the wealth management industry as a whole.

 >>Click here for Table of Contents, Methodology, Executive Summary<< 

The report benchmarks the E-Publications offered by each wealth manager based on 34 criteria grouped into 8 main categories of evaluation: coverage of topics; availability of media, delivery of media/channels, user experience, technical quality, content quality, feedback, best practices. Based on this thorough, data-driven analysis, the report derives the industry’s best practices and provides strategic and practical recommendations for creating e-publications that can engage both existing and new wealthy clients.   

The report gives wealth managers, media and communication agencies and software vendors answers to the following questions:

  • What does the rise of e-publications mean for the wealth management sector?

  • How can e-publications contribute to the retention of existing and winning of new high-net-worth-clients?

  • What do wealth clients expect from the e-publications delivered by their wealth managers?

  • Which wealth managers are at the forefront of e-publications in wealth management, who are the laggards?

  • What are the characteristics, positive and negative, of the e-publications offered by 35 of the world’s leading wealth managers?

  • What content, availability of media and delivery channels should e-publications have to catch the attention and satisfy the needs of high net worth individuals??

  • What can be learned from the best practices among the e-publications that were analyzed?

  • How can you ensure that am e-publication stands out from those of your competitors??

  • In the wealth management sector, how is the demand for e-publications developing and what future needs will clients have?

Main Content:

  • Benchmarking and ranking of the e-publications of 35 leading wealth managers worldwide by 34 detailed criteria

  • 35 comprehensive profiles of the world’s leading wealth managers’ e-publication portfolio strategies, including recommendations for each wealth manager

  • 19 best practices for the following features: topics, variety of available media, delivery channels, user experience, content quality, engagement

  • Recommendations on how a winning wealth manager´s e-publications strategy should look 

  • Data-appendix of 37 pages containing all the detailed evaluations (by every single criterion) by wealth manager according to 34 criteria

Analyzed Wealth Managers: 

  ABN Amro DBS Northern Trust
  Banque Pictet Deutsche Bank RBC
  Barclays Goldman Sachs Santander
  BB&T  HSBC Société Générale
  BBVA Investec Standard Chartered
  BNP Paribas Itaú U.S.Trust
  BNY Mellon JP Morgan UBP
  Bradesco Julius Bär UBS
  Commerzbank Lombard Odier Unicredit
  Coutts Merrill Lynch Vontobel 
  Credit Agricole Morgan Stanley Wells Fargo
  Credit Suisse Nordea  




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