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Wealth Management Subscription
We study the changing face of the relationship among asset managers, financial advisors and individual investors as well as the impact of new technology on the wealth management process.
Our independent third-party analyses form the basis for senior sell-side management to benchmark their client businesses, identify revenue opportunities, assess service quality, and optimize allocation of resources.
Top market structure trends to watch in 2025
Greenwich Report
The year ahead is arguably the most unpredictable since the start of the pandemic. Geopolitics are complicated, U.S. regulatory policy is uncertain, and although it seems like U.S. equity markets can’t stop going up and interest rates have nowhere...
Wealth and Asset Managers Focus on Private Credit
Greenwich Report
Interest rates at a 15-year high and the mini bank crisis of March 2023 have been a double whammy for small and midsize corporate borrowers, making it expensive and sometimes impossible for them to get the funding they need to expand or survive.
Trading Technology Unveiled
Greenwich Report
Trading technology is crucial for asset managers, who face decisions about trading workflows and rely on providers offering exceptional performance and customer service.
Market Data Spending Is on a Roll
Greenwich Report
Spending on market data is going up across the board.
The Future of Digital Content in Institutional Investing
Greenwich Report
Sixty-seven percent of institutional investors told us that hybrid working has driven them to use social media more than they had pre-pandemic.
Wealth Management Firms Set Technology Priorities for 2023
Greenwich Report
The technology investments wealth management firms make today will play a big role in determining their ability to support financial advisors in their efforts to win clients and retain assets in the future.
Understanding the Structure and Opportunity of Retail Bond Trading
Greenwich Report
There are both macroeconomic and market structure reasons why retail investors haven’t held bonds over the past decade.
Global Wealth Management: Revenue Snapshot 3QYTD
Greenwich Blog
Increased demand for alternatives, structured products and cash products helped push growth for global wealth managers to 7% in the first three quarters of 2024.