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National and Regional Wealth Managers & RIAs
The world’s best wealth managers rely on our benchmarking, insights and solutions to execute their growth strategy, improve client satisfaction, and optimize pricing.
We combine the power of wealth management industry data and advanced business intelligence into one integrated platform which covers $8 trillion in assets under management and 30 million investment accounts. Our data delivers insights that help wealth management firms make decisions around client selection, product use, and pricing strategy.
Wealth Management Analytics
Advised and self-directed: Winning the hybrid wealth client
Greenwich Report
Self-directed investment accounts are now a fact of life for financial advisors.
New
The three winning choices in APAC wealth management
Greenwich Report
International wealth managers competing in Asia are moving beyond traditional offshore strongholds in an attempt to tap into a massive market of onshore intermediated holdings that could top $35 trillion.
Growing AUM in advisor practices: The will and the skill
Greenwich Report
Sustained growth in wealth management firms is heavily shaped by two inputs: advisor will and advisor skill.
The art of engagement: How advisors are strengthening relationships
Greenwich Report
According to our recent research, which gathered insights from over 500 financial advisors, while digital connections matter for the advisor-client relationship, a personalized touch is necessary.