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Strategic Intelligence: Wealth Management Sector Scorecard 2026

Publisher GlobalData
Published Mar 04, 2026
Length 23 Pages
SKU # GBDT21052143

Description

Strategic Intelligence: Wealth Management Sector Scorecard 2026

Summary

This report covers 10 key themes-including artificial intelligence, regulation, and ESG-and assesses how well providers in the wealth space are positioned for the future based on their competitive position in the themes disrupting their 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.

ESG services remain a key theme for wealth management, particularly after the collapse of the Net Zero Banking Alliance. Expansion in this theme has slowed down since, but wealth managers continue to launch ESG funds.

Although many changes in the right direction are being made, fines and cybersecurity issues have been prevalent in recent years among many providers in the wealth industry.

Scope
  • Traditional wealth players must invest in AI 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
  • Identify the key themes within the wealth management sector.
  • Learn about the likely leaders and laggards in the wealth sector over the next five years, enabling you to gain a competitive advantage.

Table of Contents

23 Pages
Executive Summary
Introduction
Theme map
Themes
Sector Scorecard: Wealth Management
Who’s who
Thematic screen
Valuation screen
Risk screen
Our Thematic Research Methodology
Report Authors
About GlobalData
Contact Us
List of Tables
Table 1 Themes
Table 2: Report Authors:
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 approach to identifying the companies most likely to succeed in a sector over the next five years

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