The success of wealth managers – from the old guard to digital new entrants – will be determined by their response to key themes in the industry. The COVID-19 pandemic positively accelerated a long-awaited business transformation, with many players adapting well. But only the strong will survive as competition heightens.

As the pandemic occurred early in 2020, by the end of the year many traditional wealth managers were able to recover the damage incurred.

Technology is continuing to make its mark in the wealth space, with several players incorporating digital investment platforms and utilizing artificial intelligence to improve the customer experience.

COVID-19 has made players more inclined to investigate and adopt ESG services into their propositions.

Fines and cybersecurity issues have been prevalent in recent years among many in the industry.

Reasons to buy
  • Identify the key wealth management themes for the next few years and learn how they will affect the market.
  • Understand which themes your institution can address (and how) to drive share price
  • Discover which players are best positioned for success within critical themes and why.
  • Learn which players are under-invested in key themes and most vulnerable to disruption.