Research and Markets: Global Websites for Wealth Management Report – Analysis … – SYS

Research and Markets (
has announced the addition of the “Websites
for Wealth Management 2015 – Desktop and Mobile Sites: Essential
Elements of a Successful Digital Strategy”
report to their

This report tells you all you need to know for developing, optimizing
and implementing wealth management desktop and mobile websites with
maximum appeal to the demanding category of wealthy individuals.

This report focuses on desktop and mobile websites; mobile apps, as
another important channel, are covered in a separate report. To reflect
the growing importance of mobile website offers, further criteria to
assess the availability of mobile-specific features were added to the
2015 evaluation.

Key Topics Covered:

  • Benchmarking and ranking of the world’s Top 40 wealth management
    websites based on 48 detailed criteria for the desktop websites and 28
    criteria for the mobile websites
  • 40 comprehensive profiles of each wealth manager’s websites with an
    in-depth analysis and recommendations for each wealth manager
  • 12 best practices of wealth management desktop websites and 5 best
    practices of mobile websites in the areas of navigation and structure,
    content and interactivity and social media
  • Recommendations on how a winning wealth manager’s mobile and desktop
    websites should look
  • Recommendations on how wealth managers should integrate their
    different digital channels to follow a truly holistic strategy
  • Comprehensive data appendix of 40 pages containing thorough
    evaluations of each wealth manager according to 48 detailed criteria
    for the desktop websites and 28 criteria for the mobile websites

Companies Mentioned:

  • ANZ
  • Barclays
  • BBVA
  • Bessemer Trust
  • Bmo
  • Bnp Paribas
  • Bny Mellon
  • Charles Schwab
  • CIBC
  • Commerzbank
  • Coutts
  • Crédit Agricole
  • Credit Suisse
  • DBS
  • Deutsche Bank
  • EFG
  • Goldman Sachs
  • HSBC
  • ING
  • Investec
  • Jp Morgan
  • Julius Bär
  • KBL
  • Lloyds
  • Lombard Odier
  • Merrill Lynch
  • Morgan Stanley
  • Northern Trust
  • Pictet
  • RBC
  • Santander
  • Societe Generale
  • Standard Chartered
  • UBP
  • UBS
  • Unicredit
  • Vontobel
  • Wells Fargo
  • Westpac

Report Structure:

1.0 Executive Summary

2.0 Rankings

3.0 Methodology

4.0 Strategy – The Mobile Disruption And Consequences For Wealth
Manager’S Website Strategies

5.0 Summary Of Findings

6.0 Profiles

7.0 Top 15 Best Practices

8.0 Authors

9.0 Disclaimer

For more information visit

View source version on


Thursday, December 31st, 2015 EN

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