The Evolution of the Wealth Management Client Experience

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:

Dec 20, 2024

This research benchmarks how firms provide, position, and promote their UHNW offerings. Across 20 different criteria, we evaluate the UHNW services of 12 of the top private banks worldwide and wealth managers with strong positions in the UHNW market.

Within the wealth management industry, firms continue to build out their service offerings for UHNW clients. Ongoing trends are pushing wealth managers to expand their analog and digital Comprehensive Wealth Management (CWM) offers. This research focuses on understanding the complexities of the CWM model and benchmarks how leading UHNW-focused private banks and wealth managers provide, position, and promote their CWM services.

Unlock this Content and More

Join our research membership! Gain access to over 400 documents, expert insights, market trends, and much more.

Learn More

The Evolution of the Wealth Management Client Experience

Onawa Promise Lacewell, PhD

Director, Consulting

Featured Content:

Unlock this Content and More

Already a member?