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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.

In this day and age, private wealth managers cannot afford to ignore the digital revolution. It has permeated all aspects of UHNW lifestyle irrespective of demographic background. UHNW clients expect the same level of convenience and efficiency from their private banking experience as they would from online shopping or instant messaging.

However, as our research suggests, UHNW providers still offer less digital sophistication than their peers in retail or affluent wealth management. Today’s rapidly changing technological environment necessitates a shift in business practices.

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. The report identifies where wealth managers excel in their digital offerings and those areas where improvement is still required.

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