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Wealth & Asset Management

Read our latest research, articles, and reports on Wealth and Asset Management.



US wealth management: A growth agenda for the coming decade

– Mounting hopes of postpandemic recovery signal an imperative to prepare for the changes in technology, consumer needs, and society... that will shape the future of the wealth management ecosystem.

Analytics transformation in wealth management

– Today’s clients want a cutting-edge client experience. To deliver it, wealth firms must boldly scale up analytics.

Putting carbon markets to work on the path to net zero

– As the drive to curb global warming gathers pace, carbon markets have become increasingly fundamental to achieving net-zero greenhouse-gas... emissions. Institutional investors can play a critical role.

Crossing the horizon: North American asset management in the 2020s

– The past 18 months have planted multiple seeds of disruption which are setting a dynamic new horizon of growth for the industry... in the coming decade.

Registered investment advisors: How US banks can weigh the M&A potential

– RIAs are a profitable and growing segment in US wealth management. Valuations are high, but this should not deter banks from carefully... exploring acquisitions.

European asset management after an unprecedented year

– Asset managers weathered the shocks of 2020. Now they face five structural trends that will reshape their operating environment.

The value of personal advice: Wealth management through the pandemic

– The 10th annual PriceMetrix report examines an unprecedented year for North American wealth management.

North American wealth management: Money in motion, but not always to the bottom line

– We learned from the last crisis that companies were not rewarded for standing still and waiting. Wealth managers will need to... be fast, bold, and agile to succeed.

North American asset management: A year of shocks but few surprises

– The events of 2020 shook the industry, but a rebound followed. Forward-looking firms will now take stock of what has changed and... what has not in a new operating environment.
Blog Post

Winning in the high-net-worth segment in US wealth management

– A brief look at 8 ways that wealth managers can grow and deepen relationships with a segment that accounts for roughly $19 trillion... in investable assets.

How financial institutions can help fill European retirement needs

– Western Europe’s nonpublic retirement market is growing rapidly. To capture the business opportunity, insurers and asset... managers should take on three approaches.
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