Latest Insights

Report: Digital Leaders in Wealth Management 2018

BNP Paribas, Merrill Lynch and Credit Suisse ranked as Digital Leaders in Wealth Management

The report identifies the “best of the best” of digital wealth managers for the past year. Based on an in-depth analysis of the performance across the key digital touchpoints of mobile, website, and social media, this report identifies the top 21 digital wealth managers worldwide. The report then evaluate their comprehensive digital leadership and transformation strategies to determine 2018’s “top 11” digital leaders. The top leaders in this evaluation category were BNP Paribas with a full 10/1... more >

Report: What Women Expect from Digital Wealth Management - Global Survey of Affluent and HNW Women in Five Key Wealth Management Markets

Digital wealth management offerings must specifically address the needs of female clients, which differ in many important aspects from those of male high-net-worth individuals (HNWIs). This report explores wealthy women’s attitudes toward and preferences for digital technology to manage their finances. The research is based on a panel survey in five key wealth management markets—the US, the UK, France, Germany, and Switzerland.... more >

Report: Digital Attitudes of Millennials in Wealth Management

Richest millennials have rigorous digital requirements for their wealth managers

Wealthy millennials are showing some striking contradictions in their digital attitudes towards financial matters, and wealth managers consider these when aiming to win their younger clients’ hearts. This is one main finding of the report for which we conducted a panel survey in the five key markets - the US, the UK, France, Germany, and Switzerland - addressing the digital needs and preferences of 1,000 affluent and high-net-worth individuals aged 18 to 34. Our report explores why wealth manage... more >

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

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 >
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How HNWIs Use Banks’ Mobile Apps and...

Our panel survey profiles today’s behavior, attitud...