Digital in wealth: what makes a future-ready firm?

Compeer-CREALOGIX executive research, 2020
crealogix compeer heads of digital report cover 2020 10 15 trans wh ds

How are the leading firms tackling the challenges and opportunities of digital wealth management?


CREALOGIX and Compeer, the leading City of London specialist research group, teamed up to conduct a series of in-depth interviews with senior leadership in established wealth and investment management firms.

We discussed with C-level leaders and Heads of Digital what their digital service strategies look like, and how both business process redesign and technology capabilities are increasingly significant competitive factors that can set firms apart as digital leaders.

The group of UK firms we interviewed manage a combined £90bn worth of assets: this report is recommended reading for senior executives in wealth management, investment management, and private banks globally who are looking to compare and contrast their firms' digital strategy and competitiveness with well-established peers.


In this survey report, Compeer's analysts unpack industry leaders' views on:

  • Who should lead on digital transformation?
  • How are clients' expectations evolving around digital services?
  • Are firms listening to clients and responding effectively enough?
  • What makes a differentiated, competitive, and ultimately future-ready firm?

Get the report: