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Global Wealth Management Thematic Research Report 2022 with Evaluation of 50+ of the World's Leading Wealth Management Companies -
[October 07, 2022]

Global Wealth Management Thematic Research Report 2022 with Evaluation of 50+ of the World's Leading Wealth Management Companies -

The "Wealth Management Sector Scorecard - Thematic Research" report has been added to's offering.

This report assesses the key themes that are transforming the wealth management market right now, 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 wealth management themes.

In this report, we score 58 of 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 over the next two years.

The business transformation of the wealth industry is in full swing post-COVID-19. Future success will be dependent on players' ability to respond to key themes in the industry, including ESG, artificial intelligence, and regulation.


  • Most traditional wealth managers have been able to recover losses that occurred in 2020, with many reaching all-time highs in assets under management revenues, and profit before tax at the close of 2021.
  • ESG services remain a key theme in the wealth space, accelerated by the pandemic.
  • 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.
  • Understand which players are best positioned for success within critical themes and why.
  • Learn which players are under-invested in key themes and thus most vulnerable to disruption.

Companies Mentioned

  • DBS
  • Betterment
  • Charles Schwab
  • Wealthsimple
  • UBS
  • J.P. Morgan
  • SoFi
  • Morgan Stanley
  • Empower Retirement
  • Fidelity
  • Societe Generale
  • OCBC
  • Magnum Research
  • BlackRock
  • HSBC
  • Robinhood
  • Bank of Montreal
  • Citigroup
  • SigFig
  • Scalable Capital
  • BNP Paribas
  • T. Rowe Price
  • Acorns/Raiz
  • Vanguard
  • Moneyfarm
  • RBC
  • Wells Fargo
  • Barclays
  • True Wealth
  • UOB
  • StashAway
  • Deutsche Bank
  • Goldman Sachs
  • Pictet
  • Santander
  • Credit Suisse
  • Lombard Odier
  • Bank of America Merrill Lynch
  • St. James's Place
  • Union Bancaire Privee
  • BNY Mellon
  • Investec
  • Northern Trust
  • Vontobel
  • Bank of China
  • Credit Agricole
  • Kotak Mahindra
  • ICBC
  • Standard Chartered
  • CIC
  • China Merchants Bank
  • Raymond James
  • LGT
  • Algebra. J. Safra Sarasin
  • EFG International
  • Julius Baer

For more information about this report visit

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