Mobile Apps for Wealth Management

Onawa Promise Lacewell, PhD

Director, Consulting

Onawa Promise Lacewell has a research focus on the impact of disruptive technologies on the financial services sector and on the client-facing technology that wealth managers use to support the digital experience of UHNW and HNW end clients. Specifically, she is interested in how wealth managers use digital portals and mobile apps to support the client experience of UHNW and HNW end clients. Onawa holds a PhD from the University of Missouri.

Recent research assignments and publications include the following:

Behind the Login of Wealth Management Client Portals
Benchmarking of Value-Added Services for UHNW clients
The Rising Popularity of Family Offices
AI Throughout the Wealth Management Lifecycle
UHNW Benchmarking

Anna Schneider

Senior Research Analyst

Anna Schneider researches and analyzes market data, conceptualizes and writes research reports, and presents research to relevant networks in international settings. Anna is focused on researching the Asian wealth management landscape. She is especially focused on the China’s financial services sector, including how it is impacted by disruptive technological, economic, legal, and regulatory developments, and the related implications for wealth management industries worldwide. Anna holds a double master’s degree in Chinese-European economic and business studies from the Southwestern University of Finance and Economics in Chengdu, China, and the Berlin School of Economics and Law in Germany. She also holds a bachelor’s degree in Asian studies and management from the University of Applied Sciences in Constance, Germany. Anna is fluent in English and holds an Advanced Certificate HSK 6 in Chinese. Her native language is German.

Recent research assignments and publications include the following:

Wealth Management in Asia
Mobile Apps for Wealth Management Benchmarking
Thinking Beyond the Crisis: Developing a Strategic Approach to Mobile Communication
I, Advisor: Implementing AI Throughout the Client Journey
Mobile Trading on the Rise - Background, Trends, and Relevance for Wealth Managers

Featured Content:

Mobile Apps for Wealth Management

Jan 31, 2019

Usage of private banking and wealth management apps is growing at a similar rate to mobile banking apps focused on retail banking. However, wealthy clients have different requirements and different usage patterns and will expect to have access to specific features suitable to their unique needs.

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: Availability of Mobile Apps, Core Functions for Clients, Security and Privacy, Content and Research, Contact Features, Digital Strategy and Innovation, Platform Integration, Exclusive Features, and Best Practices.

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