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Best Wealth Management Paper 2016

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WINNER: Capgemini

Wealth Management in the Digital Age
The pace of digital change within the wealth management industry has been slow. Over the years, a number of excuses have been used for not moving forward. This paper seeks to dispel some of these myths. While the industry has started to move in the right direction, the pace is still far too slow.


Digital Investment Advice: Robo Advisors Come of Age by BlackRock
This paper by BlackRock reviews the current landscape for digital investment advice. It examines a variety of business models and the existing regulation. It ends with a selection of observations and recommendations.

The Top 10 Drivers Disrupting Global Wealth and Asset Management by EY
The wealth and asset management industry is experiencing strong growth, mainly due to gradually recovering developed markets. Firms however also face a range of changes to the regulatory environment, remuneration model and shifting investor demographics. Firms who have previously focused on attractive asset classes comfortable margins (such as EMs) are now challenged as many investors become more risk-averse.

The Rise of Robo-Advice: A New Concept of Wealth Management by Accenture
The concept of “robo-advice” has gained significant attention within the wealth management industry. This paper by Accenture explores this recent concept.

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About the Savvy Investor Awards

Savvy Investor is the world’s leading resource hub for the institutional investors. Since launch last year, more than 15,500 members from across the globe have registered for the site, with 100-200 new members joining every week.

We curate the best pensions and investment white papers from around the world, and having uploaded more than 15,000 white papers in 2015, have a unique platform from which to host these Awards. The Savvy Investor Awards are judged on the basis of the quality and readability of the paper and its appeal to our institutional investor audience.

To find out how you can partner with Savvy Investor this year to enhance your thought leadership credentials in the institutional investor marketplace, please contact our Business Development Manager, Stuart Blake,