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Wealth & Asset Management

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



Digital and AI-enabled wealth management: The big potential in Asia

– The region’s mass-affluent and affluent segments are growing fast, and their demand for wealth management is evolving. Successful... strategies will use digital and AI to access—and win—this market opportunity.

From tailwinds to crosscurrents: Resilient growth in wealth management

– A decade of favorable macroeconomic conditions and relatively easy growth has ended, signaling a new urgency for US wealth managers... to rethink operating models and reenergize growth.

European private banking: Resilient models for uncertain times

– After one of its most successful years, Europe’s private banking industry will now need to navigate an uncertain macroeconomic... outlook and evolving client needs.

The Great Reset: North American asset management in 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

– While accumulation has long been a focus for pre-retirees, ensuring a consistent and sufficient stream of income through retirement... is now a pressing need for many.

After a strong 2021, European private banking faces headwinds

– Western Europe’s private banks posted near-record profits last year, thanks to a high-performing market, but operational... improvements stalled.

Wake up and see the women: Wealth management’s underserved segment

– As more assets in Western Europe shift into the hands of women, wealth managers need to understand the investment needs and behaviors... of this large—but as yet underserved—group of investors.

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.
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