Recent Restructuring Efforts in 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

Featured Content:

Recent Restructuring Efforts in Wealth Management

Jul 09, 2020

This research looks at what recent restructuring efforts at top banks mean for the wealth management industry.

Recent restructuring efforts at the world’s top banks vis a vis their wealth management divisions hint at four key industry trends. For an industry facing continued upheaval, these trends bear both positive and negative implications. This report examines seven different cases of restructuring, identifies key commonalities among them, and explores what these mean for the future of the wealth management industry.

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Recent Restructuring Efforts in Wealth Management

Onawa Promise Lacewell, PhD

Director, Consulting

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