Analyst Research

PAM Digital Report 2025: The use of AI and effective data management
Explore how leading UK wealth managers are navigating the digital transformation journey
November 2025

30 October 2025

Analyst Research

Composable, Scalable, Personalized: The new shape of wealth management
Emerging technologies are enabling a new era of agility, scalability, and personalisation. But which truly drive success?
June 2025

4 June 2025

Analyst Research

AI Toolkit 2025: From Hype to Reality: How AI is reshaping Wealth Management
AI is no longer just a buzzword – it’s here, transforming wealth management as an essential driver of efficiency, innovation, and growth
April 2025

23 April 2025

Analyst Research

PAM Digital Report 2024: The use of AI and effective data management
AI is transforming the wealth management industry and UK firms are increasingly exploring its potential to improve processes
December 2024

26 November 2024

Analyst Research

Client Experience Toolkit 2024
The Impact of Generational Shift on Client Experience for Investors
August 2024

5 August 2024

Analyst Research

The Positive Influence of Technology on UK Wealth Management
Compeer and Objectway have teamed up to host a series of roundtables on issues of growing concern to the UK wealth management industry
July 2024

22 July 2024

Analyst Research

The Swiss WealthTech Landscape Report 2024
Objectway provides a modular, scalable open platform adaptable to end-to-end use and specific customer needs
February 2024

7 February 2024

Analyst Research

WealthTech 2024 Annual Report
The opportunities afforded by AI are many, but explainability may will be the key to uptake
January 2024

19 January 2024

Analyst Research

Sustainable Digital Change: A must have to improve customer experience
Where wealth firms are embracing digital change and the sustainable impact on customer experiences
October 2023

19 October 2023

Analyst Research

Unlocking opportunity in challenging times: innovation in European financial services
The joint research results are based on GlobalData’s annual surveys on financial services companies worldwide.
June 2023

5 June 2023