In its fourth iteration, this report evaluates the continued developments within the private bank and trust channels, including portfolio construction trends, minimum asset requirements for specific services, digital platforms, and strategies to deepen client relationships.
As asset managers continue to refine their distribution strategies and search for the next tier of opportunities in the channel, many are focused on the banks that have established formal segmentation strategies and consolidated investment decision-making processes across platforms.
Data comes from two proprietary surveys: the Private Bank and Trust Wealth Management Survey and the Asset Management Opportunities Survey. Qualitative insight draws from research interviews with executives at private banks, trust companies, asset managers, and other third parties.
Reasons To Purchase:
- Discover how banks are successfully expanding client relationships through client-centric models
- Explore banks’ primary and secondary wealth management services and the required asset minimums
- Analyze private bank and trust companies’ current product use and anticipated changes
- Uncover asset managers’ common distribution strategies to define primary and secondary focus private banks and trust departments/companies