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Strategic Intelligence: Wealth Management Sector Scorecard 2025

Publisher GlobalData
Published Jan 08, 2025
Length 24 Pages
SKU # GBDT19567281

Description

Strategic Intelligence: Wealth Management Sector Scorecard 2025

Summary

This report assesses the key themes that are transforming the wealth management market right now, utilizing GlobalData's 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 wealth management themes. In this report, we score the world’s leading wealth management companies against the 10 themes that are impacting their industry the most. Our resulting thematic engine helps us identify the strongest and weakest players in the wealth management sector.

Digital investment platforms have been a hot topic in the wealth industry. As they seek to capture more market share, traditional players are recognizing their value and acquiring or partnering with them. Many players are investing in emerging technologies such as artificial intelligence and machine learning to provide customers with the personalized service they yearn for, with some players turning to Big Tech companies to aid them.

Scope
  • Traditional wealth players must invest in artificial intelligence and machine learning for personalized services.
  • ESG services are crucial, with multiple ESG funds and ratings being launched.
  • Addressing regulatory, data privacy, and cybersecurity issues is vital for longevity.
Reasons to Buy
  • This scorecard predicts the likely leaders and laggards in the wealth management sector over the next five years.
  • This enables users to gain a competitive advantage as it gives a top-down comprehensive outlook on key players in the wealth management sector.

Table of Contents

24 Pages
ecutive Summary
Introduction
Theme map
Themes
Generative AI will have a game-changing impact on the wealth management industry
Sector Scorecard: Wealth Management
Who’s who
Thematic screen
Valuation screen
Risk screen
Our Thematic Research Methodology
About GlobalData
Contact Us
List of Tables
Table 1:Themes
List of Figures
Figure 1: Our theme map shows the biggest themes driving growth in the banking and payments industry
Figure 2: Who does what in the wealth management space?
Figure 3: Thematic screen
Figure 4: Valuation screen
Figure 5: Risk screen
Figure 6: Our five-step approach for generating a sector scorecard

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