Asset / Wealth Management

Investec Asset Management has partnered with brand consulting firms in order to enhance their digital image, improve the look-and-feel of the website and strengthen content online

Investec Asset Management is a young firm that is not hugely advanced in the domain of digital. Their expertise in digital remains low and thus they have focused on creating partnerships with external parties in order to construct their digital strategy and revamp their image on digital platforms.


Vanguard Investments is making efforts to gradually expand its’ digital activities by engaging different stakeholders, establishing partnerships and launching a social media presence

Vanguard has a client-owned structure (the company is owned by its funds, which in turn are owned by their shareholders) allowing no conflict of interest in the management. The funds offered cost consistently among the lowest in the industry.


Allianz along with PIMCO have initiated their engagement in the digital ecosystem by setting up social business platforms and launching easy-to-use applications for some client segments

Allianz AM group focuses on risk management and sustainable investment performance as well as importance on proprietary research (quantitative, data analysis etc.), in addition to on-the-ground knowledge of local markets and industries (tech sector in Silicon Valley…)


Nordea Investment Funds have made a first attempt in the digital space by introducing a smartphone application that offers basic functionalities such as customizing watchlists

Nordea’s Investment funds attempted an entry in the digital space with the launch of a smartphone application. However, on a global level, Nordea IM is still lagging behind several other asset managers in the digital transformation.


Fidelity Worldwide is focusing its strategy on UX with everyone responsible for digital reporting to the Head of Business Dev. And Strategy, while also setting up an Excellence Center

Fidelity Worldwide has a special focus on investing in 21st century themes that they believe will influence markets in the medium to long term, including digital disruption, Internet of Things and Big Data.


Ping An has established the strategic target of becoming a leading personal integrated financial services provider in China, including in Asset Management, by building a customer centric ecosystem using all digital enablers

Ping An has secured a large number of customers with high frequency of usage which leads to an integration of a whole ecosystem with finance, healthcare, auto and housing.


Standard Life has focused its digital efforts on using technology in engaging specific customer segments as well as in completing a “Digital Workplace Program” to deliver productivity

Standard Life Investments is meeting the needs of institutional clients internationally by growing institutional distribution capability, in addition to leveraging distribution of strategic partners to reach more clients.