Margins are under pressure despite market-driven asset gains, as organic growth slows and expenses escalate. Technology costs continue to rise, talent scarcity drives compensation above inflation, and the traditional profit model is strained by sluggish loan growth, falling net interest income, and persistent cost inflation.

This report offers actionable industry intelligence on how banks navigate a core wealth management challenge: sustaining growth amid margin compression. The data herein represent a sample of about 75 bank wealth managers and independent trust companies of all sizes.
Clients of Datos Insights’ Wealth Management service can download this report.
About the Author
William Trout
William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform automation; data capture, storage and analytics; and portfolio management and optimization. Within the wealth and asset management arena, his interests include investment advisory and wholesaling and distribution services, as well...
Other Authors
David Lincoln
In various capacities, David Lincoln has advised wealth management, family office, and financial services executives for more than 20 years. David has written extensively on a broad array of wealth management issues and is a highly demanded speaker at industry events and client meetings. David joined Family Office Exchange (FOX) as Managing Director in April 2007 to develop and lead...