Case Study - Wealth Management Platforms
Our client commissioned a quantitative research endeavor to delve into the intricate landscape of Wealth Management Platforms across key Asian financial hubs, namely Hong Kong, Japan, and Singapore.
- Client
- confidential
- Year
- Industry
- Financial Services
- Region
- APAC
Overview
Our client commissioned a quantitative research endeavor to delve into the intricate landscape of Wealth Management Platforms across key Asian financial hubs, namely Hong Kong, Japan, and Singapore. The primary focal point of this study lay in the exploration of Investment Technology Platforms currently adopted by prominent financial institutions operating in Hong Kong. Notable platforms, such as Aladdin Wealth, InvestCloud, MSCI, Temenos, Avaloq, and UBS Partner, constituted the subjects of keen interest.
What we did
To fulfill this comprehensive research objective, we orchestrated an intricate approach, engaging with seasoned experts entrenched within the financial industry in Hong Kong, Singapore, and Japan. Their unique vantage points and insights were instrumental in comprehensively dissecting the wealth management platforms in use within their respective regions.
Outcome
Our dedicated efforts culminated in the successful completion of the stipulated number of surveys within the established timeline. These surveys were meticulously executed in collaboration with wealth managers, financial leaders, and industry experts hailing from the banking sector. This approach ensured that the insights gleaned were highly pertinent and reflective of the current landscape of wealth management platforms in the target regions. The wealth of data acquired through this research effort is poised to serve as an asset, empowering our client with actionable insights and a strategic edge in the dynamic field of wealth management platforms in Asia.
Experts engaged (sample)
- Chief Executives and Sr Management.
various financial organisations
- Financial Services
- Wealth Management Platforms
- APAC