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for Wealth & Asset Management

Track the pattern of service adoption by monitoring Wealth & Asset Management contract awards by your peers. Identify who are the successful vendors this industry now. Updated monthly!

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Transforming Wealth and Asset Management Services Market Assessment and Forecast

Market Analysis

by Andy Efstathiou

published on Jul 24, 2019

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Report Overview:

NelsonHall's market analysis of the wealth and asset management services consists of 88 pages. It provides an in-depth understanding of the dynamics at play in the wealth and asset management services.

Who is this Report for:

NelsonHall’s “Transforming Wealth and Asset Management Services Market Assessment and Forecast” report is a comprehensive market assessment report designed for:

  • Sourcing managers investigating sourcing developments within the wealth and asset management industry
  • Vendor marketing, sales and business managers developing strategies to target service opportunities within the wealth and asset management industry
  • Financial analysts and investors specializing in the wealth and asset management industry sector.

Scope of this Report:

The report analyzes the global market for wealth and asset management operations services and addresses the following questions:

  • What is the current and future market for wealth and asset management operations services?
  • What is the size and growth of the wealth and asset management operations services market by market segment?
  • Within wealth and asset management operations services, which processes are emerging strongly?
  • What are the market segments for wealth and asset management operations services and their characteristics? What are the drivers, benefits, and inhibitors for each segment? What are vendor capabilities by segment?
  • What technologies and platforms are being utilized and what are the implications by market segment?
  • What are vendor challenges and critical success factors by market segment?
  • How vendors are positioned within each wealth and asset management operations services market segment?
  • Additional topics include: contract lengths; pricing models; partnerships; acquisitions; delivery center locations and the use of offshoring; vendor targeting by client size, geography, and industry.

Key Findings & Highlights:

W&A managers are standardizing global operations delivery, while offering a wider array of products sold through more independent advisors. As W&A managers shift from selling to HNWs to mass affluent customers, they need to drive revenues from faster introduction of new products which have lower profit margins. Also, they need to open their platforms to partners with an independent customer base. Business success will require highly standardized, consolidated, automated operations across multiple products and markets.    

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Wealth & Asset Management Services

published 2019-09-19 | Project by Andy Efstathiou

This NelsonHall Vendor Evaluation & Assessment Tool (NEAT) analyzes the performance of vendors offering wealth & asset management services. The NEAT tool allows strategic sourcing managers to assess the capability of vendors across a range of criteria and business situations and identify the best performing vendors overall, and with specific capability around hosted/SaaS delivery, professional services, and support for new digital business models. Vendors evaluated are: Atos, Avaloq, Broadridge, Capgemini, DXC Technology, Infosys, LTI, NIIT, TCS, Tieto, Virtusa, Wipro, and WNS. To find out more, contact Guy Saunders at [email protected].
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