U.S. Private Banks & Trust Companies 2021
Integrating Advisory Platforms
Evaluate Opportunities in the Private Bank and Trust Channel
- Evaluate the implications of increased consolidation and M&A among banks
- Explore private bank and trust channel sizing and marketshare projections
- Analyze advisory fees, services, and technology offered by bank wealth managers
- Track changes in banks’ portfolio construction processes, use of models, and managed accounts platforms
- Understand how banks are modernizing their advisory platforms to enhance the client experience
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The annual private bank and trust report evaluates the continued developments in private banks, trust departments, and non-depository trust companies. Research includes current and projected marketshare, portfolio construction and product trends, services, technology, advisory fees, and platforms.
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