Solution introduction
A monthly and focused summary, highlighting the latest wealth management technology-related developments from across the global wealth management sector
Real insight requires process, dedication and a full view of the market. Welcome to our Wealth & Technology monthly summary newsletter
Fitting with our overall aim of delivering dedicated knowledge and support resources around the business of needs of the wealth management sector, our monthly Wealth & Tech Newsletter looks at a broad range of the latest wealth management technology-related developments from across the wealth management sector and then consolidates them into this one accessible resource.
Segmented for focus
Each month, this newsletter will record and publish as many of the relevant developments around wealth management technology as possible. In terms of the structure, rather than just a dump of developments, we categorise each piece into one of 11 segments. See the graphic below for a full view of these segments. As we progress, each segment will become a repository of market information and developments that we will develop and report in more detail through focused reports and projects.
Analysis on top
In addition to collecting and publishing this content, we will put on our analyst hats to also provide analysis of market developments both looking at individual developments and their relevance as well as identifying and communicating themes that we see as relevant. Furthermore, as we progress with the recording, publishing and analysis, we will distribute this content in other forms such as through minim-reports, infographics and podcasts.
Access
The newsletter is available to solution providers each month as part of their subscription package. For all other users, the newsletter is available several weeks later on our website.
Solution Details
The newsletter is categorised into the following topics so, as we build this resource out, each topic in itself becomes a rich repository of market knowledge that can be analysed, summarised and repackaged and distributed in different forms.
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12th December 2019
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7th November 2019
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The Wealth & Tech Weekly #27
31st October 2019
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17th October 2019
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8th October 2019
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1st October 2019
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25th September 2019
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25th September 2019
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17th September 2019
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10th September 2019
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The Wealth & Tech Weekly #19
4th September 2019
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30th August 2019
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28th August 2019
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21st August 2019
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7th August 2019
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26th July 2019
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24th July 2019
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17th July 2019
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11th July 2019
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3rd July 2019
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28th June 2019
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26th June 2019
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20th June 2019
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Wealth & Technology Newsletter: Market highlights for October 2018
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21st December 2018
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23rd November 2018
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25th September 2018
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18th September 2018
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31st August 2018
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28th August 2018
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28th August 2018
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27th August 2018
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Wealth & Technology Newsletter: Market highlights for May 2018
Market Analysis, Understanding & Sizing Technology Strategy & Consulting
22nd June 2018
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Wealth & Technology Newsletter: Market highlights for April 2018
Market Analysis, Understanding & Sizing
20th May 2018
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Wealth & Technology Newsletter: Market highlights for March 2018
Market Analysis, Understanding & Sizing Technology Strategy & Consulting
9th April 2018
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Wealth & Technology Newsletter: Market highlights for February 2018
Market Analysis, Understanding & Sizing Technology Strategy & Consulting
5th March 2018
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Wealth & Technology Newsletter: Market highlights for January 2018
Market Analysis, Understanding & Sizing Technology Strategy & Consulting
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Key Data
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Client Regional Presence
- Africa
- Asia
- Caribbean
- Central America
- Eastern Europe
- Middle East
- North America
- Oceania
- South America
- Western Europe
- View Others View Less
Wealth & Technology Newsletter
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