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Social Media Presences in Wealth Management Report 2016

Social Media for Wealth Management – Learning from the Best

Feb. 09, 2016


This detailed 101-page report tells you all you need to know for developing, optimizing and implementing a winning social media strategy in wealth management. Our research team of technology and industry experts analyzed the social media performance of more than 200 wealth managers worldwide to evaluate their strengths and weaknesses, identify the most popular presences in terms of platform-specific indicators, and derive learnings for the wider industry.

>>> Click here for Report Summary and Table of Contents

The report identifies the leading wealth managers on Facebook, Twitter, LinkedIn and YouTube plus the rapidly growing Pinterest and Instagram in terms of platform-specific indicators such as followers, likes, and subscribers. The results are illustrated by industry best practices for each platform. Based on these case studies, the report derives a detailed guide for a winning approach to social media targeted at wealth managers and their clients, including in-depth strategic and practical recommendations for engaging and winning over high-net-worth (HNW).

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

  • Which wealth managers are at the forefront of social media activities?

  • Why should wealth managers engage in social media at all?

  • What do HNW clients expect from their wealth managers’ social media presences?

  • What are the opportunities for wealth managers on the respective platforms for enthusing and attracting (potential and existing) clients?

  • What content and functionality should the social media presences of wealth managers have on each of the six main platforms in order to attract the attention, and satisfy the needs of their clients?

  • What can be learned from the best practices identified from the social media presences that were analyzed?

  • What are the right strategies for wealth managers’ optimal use of social networks such as Facebook, Twitter, YouTube and LinkedIn, as well as emerging social media platforms such as Pinterest and Instagram?

  • How is the social media world developing and what future needs and expectations will banking and wealth management clients have?

Main Content

  • Top 10 wealth managers in the U.S., Europe and the rest of world on Facebook, Twitter, LinkedIn, YouTube, Pinterest and Instagram

  • Detailed chapter highlighting the social media landscape and local trends in outside of the U.S. and Europe.

  • Expectations HNW clients have on wealth managers’ social media presences

  • 20 Best Practices of wealth management social media on Facebook, Twitter, LinkedIn, YouTube, Pinterest and Instagram

  • Detailed nine-step guide to success derived from the leading social media presences for a winning wealth managers’ social media strategy for Facebook, Twitter, LinkedIn, YouTube, Pinterest and Instagram and across all platforms

  • In total over 50 visuals including graphs, screenshots and charts plus data appendix




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