Wealth Agenda 2020: An Industry in Flux

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:

Wealth Agenda 2020: An Industry in Flux

Mar 10, 2020

Wealth managers are under increasing pressure to change the foundation of their value proposition and continue to work in an environment of uncertainty. Our 2020 research agenda examines today’s challenges in a broader context of changes both in our industry and in society.

This whitepaper discusses the external pressures driving structural change that we split into two categories: reimagining the client experience and responding to a changing marketplace.

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Wealth Agenda 2020: An Industry in Flux

Onawa Promise Lacewell, PhD

Director, Consulting

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