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Wealth & Asset Management
Read our latest research, articles, and reports on Wealth and Asset Management.
Everything everywhere all at once: North American asset management 2023
November 28, 2023
Recent market stresses have accelerated the industry’s transformation, and new opportunities lie ahead for asset managers...
WealthTech in Asia–Pacific: The next frontier in financial innovation
October 18, 2023
By using tech-driven solutions, WealthTechs in Asia–Pacific can unlock opportunities in the fast-growing wealth management...
European Private Banking Survey 2023: Strong interest margins mask a drop in profitability
August 18, 2023
Our 21st annual survey finds the industry facing challenges to growth and profitability of invested assets but armed with plenty...
How asset managers can create strategic distance with technology
June 26, 2023
The key is focusing technology investment on both efficiencies and revenue growth.
Digital and AI-enabled wealth management: The big potential in Asia
February 2, 2023
The region’s mass-affluent and affluent segments are growing fast, and their demand for wealth management is evolving....
From tailwinds to crosscurrents: Resilient growth in wealth management
January 25, 2023
A decade of favorable macroeconomic conditions and relatively easy growth has ended, signaling a new urgency for US wealth managers...
European private banking: Resilient models for uncertain times
January 19, 2023
After one of its most successful years, Europe’s private banking industry will now need to navigate an uncertain macroeconomic...
The Great Reset: North American asset management in 2022
October 28, 2022
An “all-weather” agenda can help asset management firms thrive in a tumultuous and uncertain market environment.
From saving to spending: A second front emerges in the US retirement challenge
July 29, 2022
While accumulation has long been a focus for pre-retirees, ensuring a consistent and sufficient stream of income through retirement...
After a strong 2021, European private banking faces headwinds
July 7, 2022
Western Europe’s private banks posted near-record profits last year, thanks to a high-performing market, but operational...
Wake up and see the women: Wealth management’s underserved segment
June 23, 2022
As more assets in Western Europe shift into the hands of women, wealth managers need to understand the investment needs and behaviors...