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Wealth & Asset Management

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

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Article

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.
Article

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.
Article

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.
Article

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.
Article

Analytics transformation in wealth management

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

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.
Report

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.
Article

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.
Article

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.
Article

The value of personal advice: Wealth management through the pandemic

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

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.
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