Report

Innovation in Global Wealth Management: Spotlight on Leaders

In recent years, the global wealth management sector has experienced a move to proactive innovation.
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London, 21 February 2019 – At a time when the barriers to profitability for financial institutions across the globe are manifold and traditional revenue models are under continued threats, it is important for firms to re-evaluate their current standing, rethink their fundamental business model, make essential changes, and ensure that they are not getting stuck in their past glories and strategies. While many firms are competing to gain the “innovative” title, select firms of different sizes are not only talking the talk but also leading by example on the innovation front.

This report shines a spotlight on innovative projects and initiatives taken on by seven wealth management firms across the globe: BNP Paribas Wealth Management, Coutts & Co., Facet Wealth, JPMorgan Chase, Morgan Stanley, Nedbank, and Prospery. Aite Group directly approached these firms between June 2018 and December 2018 to further understand their activities and to profile them in this report.

This 47-page Impact Report contains eight figures and five tables. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.

This report mentions ABN AMRO, Atura, BNY Mellon, Citi, Credit Suisse, Deutsche Bank, DVT, Enrian Partners, Five Degrees, InvestCloud, Ortec Finance, Royal Bank of Scotland, Sopra Banking Software, UBS, Virtual Affairs, and WealthObjects.

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