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Wealth Management

Take charge of the wealth management disruption

How to keep Middle East investors satisfied

Accenture’s latest research suggests that Saudi and UAE investors—from the mass affluent to the UHNW—are underserved by wealth managers.

Wealth Management capabilities

Develop new wealth management models

Support traditional and new clients by designing and implementing new businesses, ventures and direct-to-consumer channels to grow and scale at pace.

Empower advisors and enhance client experiences

Engage and upskill a dynamic workforce and empower them with digital tools to help meet industry changes and grow client relationships.

Innovate with sustainable products and services

Help clients capture and enhance value in their products and services through socially responsible and other investment solutions.

Leverage integrated and data-driven platforms

Keep up with client demands and leverage meaningful data through integrated wealth platforms and services with our ecosystem partners, including Avaloq and InvestCloud.

Optimize and scale wealth operations

Leverage new middle- and back-office solutions to deliver end-to-end capabilities that extend beyond tactical cost-cutting.

Advance transformation with modern technologies

Create a holistic strategy that blends business, AI, data analytics and leading technologies to improve growth, efficiency and resilience.

Did you know


of investors in the US and Canada expect their advisor to offer both banking and insurance products


of investors’ wealth in Europe and Asia is currently lost on average at the point of succession.


of wealth management firms in North America now deploy AI across their organization.*

What we think

The future of Asia wealth management series

In an interview with David Wilson, he addresses what the key for success is for Wealth Management in Asia going forward.

Creating the wealth management firm of tomorrow

Accenture and PIMFA surveyed wealth management firms in Europe on current and emerging industry trends. Find out the 4 key strategic themes that we uncovered.

Wealth management: The new state of advice

Our Wealth Management Consumer Report shows investors want holistic advice—including banking, insurance and other products aligned with their needs.

Our bloggers share their insights on the latest topics impacting the industry.

European Bank: BlackRock digital transformation

Accenture helped this European bank adopt BlackRock’s Aladdin Wealth and eFront solutions.

Banking platform supports acquisitions and growth

Reducing technical complexity through Avaloq platform integration.

DBS: Helping Asian investors make better decisions

We helped DBS Bank launch a pioneering client investment platform for its investors in Asia.

Our leaders

Scott Reddel

Managing Director – Wealth Management Lead, North America

Samir Gherbi

Managing Director – Wealth Management Lead, EMEA

David Wilson

Associate Director – Wealth Management Lead, Growth Markets