Wealth Management Scorecard, 2021 Update - Thematic Research
This report assesses the key themes that are transforming the wealth management industry, utilizing our thematic scoring methodology to identify which companies will do well in the market in the future - and the companies that will falter as a result of their lack of investment in and focus on these key themes. In this report, we score 60 of the world's leading wealth management companies against the 10 themes that are impacting their industry the most. Our thematic engine helps us identify the strongest and weakest players in the wealth management sector over the next two years.
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.