U.S. Private Banks & Trust Companies 2020
Unifying the Wealth Management Experience
Digitize, Scale, and Improve Client Outcomes
- Understand the implications of banks unifying their advisory platforms in an evolving fiduciary environment
- Explore private bank and trust channel sizing and marketshare projections
- Analyze advisory fees, services, and technology offered by bank wealth managers
- Evaluate the distribution opportunities that exist for asset managers
- Gain insight into banks’ portfolio construction and product use trends
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Drew O'Hearn, CFP
Director, Account Management
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Summary
The annual private bank and trust report evaluates the continued developments in the bank trust channel, including current and projected marketshare, portfolio construction and product trends, services, technology, advisory fees, and platforms.
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A Note from the Author
How Will Private Banks Keep Up with Competition from Independent Registered Investment Advisors (RIAs) and Direct Providers? The Answer: Technology
Asher Cheses
Associate Director
Bio →
Asher Cheses
Associate Director
Asher is a member of Cerulli’s Wealth Management practice, specializing in high-net-worth trends across advisory channels. In his role, Asher is responsible for leading the research and development of two annual reports, focusing on trends that impact high-end advisory practices and high-net-worth investors. Asher also leads and supports various strategic consulting engagements, focusing on private banks and multi-family offices.
Prior to joining Cerulli Associates, Asher worked as an Investment Analyst at a Boston-based multi-family office, where he conducted fund due diligence and portfolio analysis for high-net-worth investors.
Full biography here.
As the impacts from the COVID-19 pandemic unfold, technological integration has accelerated from an add-on to a necessity, providing the perfect opportunity for banks to get advisors up to speed and instill best practices around the firm’s latest technology.
Private bank and trust executives surveyed by Cerulli cite that their top strategic priorities in 2020 are gaining efficiencies through technology (72%) and implementing digital capabilities to improve the client experience (52%).
Use Cerulli’s new report, U.S. Private Banks & Trust Companies 2020, to understand how to strategically modernize technology and operating platforms and lay the groundwork to accomplish continued growth well beyond the COVID-19 pandemic.
Let us help you scale to meet today’s challenges and capture tomorrow’s opportunities.
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