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Cutter Wealth

We help firms navigate the technology and operational needs throughout the client-advisor lifecycle, through insightful research and strategy consulting services.

Wealth management firms today are focused on organic growth, driving efficiency through scale, automating operations, and leading with a digital, client-centric experience.

At the same time, the wealth management industry is changing dramatically due to regulations, fintech innovation, and the arrival of the modern investor. Wealth managers are under pressure to meet increasing client demands for low cost investment strategies, greater transparency, faster data access, and intuitive digital experiences.

Through research and consulting, Cutter Wealth helps wealth managers make smarter decisions about technology and operations across the wealth management lifecycle.




Wealth managers know they need to respond rapidly and evolve effectively to meet emerging client demands for a high-touch, goal-oriented, digital experience, while remaining focused on their clients’ long-term financial and life objectives.

Through research and consulting, we help wealth managers make smarter decisions about technology and operations throughout the wealth management lifecycle.


Cutter Wealth brings you up-to-date research on industry trends, new technologies, and vended solutions that impact the advisor-client lifecycle. The research provides practical strategies and solutions to help you meet real-world challenges including these:



Firms engage Cutter Wealth Consulting to help them achieve business goals using streamlined operating models, strategic digital strategy projects, vendor analysis and selection, and data management analysis. We can drive increased productivity and performance across your enterprise by helping you do the following:




Family Office Digital Transformation
Feb 5, 2019

Family offices, at the top of the pyramid of wealth services providers, are now beginning to feel pressures similar to what private banks and wealth managers felt a few years ago. In this flash report, we examine the latest trends in the digital family office.

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Mobile Apps for Wealth Management
Jan 31, 2019

This benchmarking report examines the core wealth management apps of 22 of the leading wealth managers and private banks globally. The evaluation included 34 separate criteria that were distributed across nine functional areas.

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UHNW Benchmarking
Jan 31, 2019

This benchmarking report is designed to gauge the extent to which private wealth managers meet the digital needs and expectations of ultra-high net worth individuals. The analysis focuses on digital tools, online services, and innovative design features.

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Security in Wealth Management
Jan 28, 2019

This report turns a critical eye to the discussion of cyber security in the financial services sector generally and private banking and wealth management specifically.

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How Robo Advisors are Capturing the Wealthy
Jan 22, 2019

Robo advisory no longer focuses only on capturing the mass-affluent investor. Wealthy clients are now demanding automated services as well. In search of higher returns, Fintechs are tailoring their service offerings to cater to the needs and demands of high net worth clients.

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Digital Financial Management Tools for Wealth Clients
Jan 16, 2019

This flash report breaks down the necessary elements of an ideal financial planning tool for wealth management and offers several case studies of institutions that have extended this type of service to their wealth management clientele in the form of app features and online products.

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 Tom Phipps

Gina McCafferty

Principal, Head of Wealth Management Research Practice
Gina McCafferty has 30 years of experience in the financial services industry, and she is currently developing a new wealth management research product for Cutter Associates. Gina returned to Cutter in 2017, having served at the company from 1999 to 2011 as principal and managing director of CutterResearch, where she was instrumental in growing that business. Gina was most recently at Investit Ltd., where she served for six years as head of the company’s research service. She previously held senior positions at DST International, where she was responsible for their global accounting and performance measurement products, and at SunGard, where she served as vice president of Client Services for their securities trading products.


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