Market Overview

Websites for Wealth Management 2018 - How to Transform a Static Online Presence into a Digital Dialogue -


The "Websites
for Wealth Management - How to transform a static online presence into a
digital dialogue"
report has been added to's

Desktop isn't dead! With the push for mobile-first web presences, some
wealth management desktop sites have been left to gather dust. Outdated
content, static design, needlessly complex navigation and a lack of core
features greatly reduces the usability of these sites. However, many
clients still use these portals regularly - and a flexible, interactive,
and dynamic website that builds dialogue between client and bank is a

This report tells you all you need to know for revamping an old, static
site into a dynamic web presence that caters to the specific needs of
wealthy individuals. Our research team of technology and industry
experts analyzed, in detail, the strengths and weaknesses of the private
banking and wealth management desktop and mobile websites of 21 leading
wealth managers worldwide. The report provides an assessment of, and
recommendations for, each website and for the wealth management industry
as a whole.

The report ranks the web presence (desktop and mobile) offered by each
of the 21 wealth manager based on 35 criteria for the desktop websites
and 9 criteria for the mobile websites. The evaluation examines
user-friendliness, the quality of the content and the contact options,
and interactivity offered by the wealth management desktop and mobile
websites of each wealth manager. Based on this thorough, data-driven
analysis, the report derives 15 best practices of wealth managers'
websites and provides strategic and practical recommendations for
creating desktop and mobile websites that can engage both new and
existing wealthy clients.

Key Topics Covered:

1.0 Executive Summary

2.0 Ranking 2018: Websites For Wealth Management

3.0 Methodology

4.0 Digital Strategy - Catching Up Or Getting Ahead?

5.0 Summary Of Findings: Improvements In Design Mask Substantive

6.0 Top 15 Best Practices

7.0 Profiles

8.0 Recommendations

Companies Mentioned

  • Barclays
  • BNP Paribas
  • Citi Private Bank
  • Credit Suisse
  • Deutsche Bank
  • DBS
  • HSBC
  • Investec
  • JP Morgan
  • Julius Baer
  • Merrill Lynch
  • Morgan Stanley
  • Nedbank
  • RBC
  • Societe Generale
  • UBS
  • US Trust
  • Vontobel
  • Wells Fargo

For more information about this report visit

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