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To map out the competitor landscape and offer valuable learning points the report includes a examination of 4 brokers and 3 wealth managers...
More Younger and high-net-worth client segments are very open towards robo-advisors and are willing to invest significant shares of their assets with them.
The report includes detailed insight into the pros and cons of eight of the most popular cryptocurrencies ...
More Across five key wealth management markets, only 71% of affluent and wealthy individuals use the mobile apps offered by their banks and wealth managers.
The top 3 performing wealth managers in the 2018 My Private Banking evaluation include two recurring players and an impressive leap in performance from a player with a previously average web presence: ABN AMRO, BNP Paribas and DBS. More 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.
It’s also the ideal choice for competitive or crisis situations.
More This 21-page flash report examines cryptocurrencies as investment vehicles in order to help wealth managers understand the risks and opportunities on offer—for instance, Bitcoin ETFs and Bitcoin Futures.More 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.More Wealth managers for the super-rich are largely missing out on digital opportunities to attract and engage their high-end clientele.Only a few firms have clearly recognized and reacted to the increasing digital needs of their ultra-wealthy clients.