Back to Our Insights

Wealth & Asset Management

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

Women as the next wave of growth in US wealth management

– An unprecedented amount of assets will shift into the hands of US women over the next three to five years, representing a $30... trillion opportunity by the end of the decade.

Banking system resilience in the time of COVID-19

– Capital cushions at European, UK, and US banks look adequate in most scenarios—and challenged in others. In either case,... they must be rebuilt, and that will require some difficult decisions.

European bancassurance: Impact of COVID-19 and the next normal

– As customers and banks accelerate their digital transformation, bancassurers need to move digital to the core.

African banking after the crisis

– Here’s how African banks can manage the impact of COVID-19—and prepare for recovery.

Financial life during the COVID-19 pandemic—an update

– The COVID-19 pandemic is contracting in some countries while expanding in others, shaping the attitudes and behaviors of financial... decision makers.

The state of North American retail wealth management

– Nothing will pay more dividends in the long run than serving as trusted advisors and guiding clients through the months ahead.... Financial advice has never been more important.
Blog Post

The future of private banking in Europe: Preparing for accelerated change

– European private banks were already feeling pressure to revitalize. Now that the pandemic has accelerated changes in the expectations... of clients and employees, the industry will need to accelerate its transformation.
Sorry, we couldn't find any results. Try removing some filters.