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Apr 02, 2018

This report identifies the “best of the best” of digital wealth managers for the past year. These firms demonstrate strong digital organization, clear digital leadership and strategy, a secure talent and leadership pipeline, and a willingness to innovate early and often.

Based on an in-depth analysis of the performance across the key digital touchpoints of mobile, website, and social media, this report identifies the top 21 digital wealth managers worldwide. We then evaluate their comprehensive digital leadership and transformation strategies to determine 2018’s “top 11” digital leaders.

The report also includes an extensive profile of each of top digital leaders for 2018 including an overview of key strengths and weaknesses of their digital transformation. Each profile also includes a showcase featuring a best practice where the digital leader is uniquely cutting edge.

Wealth Managers analyzed for this report include: ABN AMRO Private Banking, BNP Paribas Private Bank and Wealth Management, Barclays, Citi Private Bank, Credit Suisse, DBS Private Banking and Wealth Management, Deutsche Bank, HSBC, Investec Wealth Management, JP Morgan Private Bank, Julius Baer, Merrill Lynch, Nedbank Private Wealth, Morgan Stanley, Pictet, RBC, Société Générale Private Bank, UBS, US Trust, Vontobel, Wells Fargo Wealth Management.

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