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Our Insights
Wealth & Asset Management
Read our latest research, articles, and reports on Wealth and Asset Management.
ALL INSIGHTS
Article
The next era of private credit
September 24, 2024
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A new private credit ecosystem is emerging across asset managers, banks, and insurers. Here’s what it means for the industry....
Report
Beyond the balance sheet: North American asset management 2024
September 18, 2024
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Even with markets in ascent, asset managers’ revenues have flatlined. But the evolution of balance sheets among banks,...
Article
Asia–Pacific’s family office boom: Opportunity knocks
September 9, 2024
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Banks, insurers, multi-family offices, and WealthTechs can serve the many family offices in Hong Kong and Singapore by using...
Blog Post
Nine key observations about the European asset management industry
April 29, 2024
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European asset managers are contending with profit contraction, shifts to passive funds, growth in unmanaged assets, and more....
Report
US wealth management: Amid market turbulence, an industry converges
January 17, 2024
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Traditional delivery models may soon be history, as firms of all stripes broaden both their offerings and their target client...
Report
Everything everywhere all at once: North American asset management 2023
November 28, 2023
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Recent market stresses have accelerated the industry’s transformation, and new opportunities lie ahead for asset managers...
Article
WealthTech in Asia–Pacific: The next frontier in financial innovation
October 18, 2023
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By using tech-driven solutions, WealthTechs in Asia–Pacific can unlock opportunities in the fast-growing wealth management...
Blog Post
European Private Banking Survey 2023: Strong interest margins mask a drop in profitability
August 18, 2023
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Our 21st annual survey finds the industry facing challenges to growth and profitability of invested assets but armed with plenty...
Blog Post
How asset managers can create strategic distance with technology
June 26, 2023
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The key is focusing technology investment on both efficiencies and revenue growth.
Article
Digital and AI-enabled wealth management: The big potential in Asia
February 2, 2023
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The region’s mass-affluent and affluent segments are growing fast, and their demand for wealth management is evolving....
Article
From tailwinds to crosscurrents: Resilient growth in wealth management
January 25, 2023
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A decade of favorable macroeconomic conditions and relatively easy growth has ended, signaling a new urgency for US wealth managers...