Wealth management

Empower your wealth business with trusted data, analytics, insights and workflow solutions that help you make better decisions, deliver personalised experiences and drive growth.

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One partner. Multiple workflows.

From investment research and portfolio construction to advisor workflows, digital investing, onboarding and risk management, our solutions help firms operate more efficiently across the entire client journey.

Turn data into decisions

Combine trusted market data, news, research and analytics with your own proprietary insights to deliver more informed advice, personalised experiences and better investment outcomes.

Integrate with your ecosystem

Deploy trusted data, analytics and AI-ready services through APIs, applications and widgets that integrate seamlessly into your existing technology stack.

Wealth management solutions

Trusted thinking for a changing world

Discover LSEG's Wealth Management thought leadership and insights including our latest financial media videos and insight reports on the latest trends shaping financial markets.

Discover LSEG insights

The blueprint for growth: AI's role in wealth management

Explore insights from 500 wealth management firms across the world's leading investment markets. Discover how firms are adopting AI, transforming advisor and client experiences, strengthening data foundations, and creating new opportunities for growth.
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AI is redefining the wealth advisor experience

Is AI a friend or foe to the wealth advisor? It is a question facing financial professionals around the world. Artificial intelligence is reshaping the advisor experience faster than any previous technology — but not in the way many expected.
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AI‑generated news briefs give wealth investors an edge

Wealth investors are faced with an intelligence challenge. As they expand into alternative assets and companies, the volume of news they need to track grows rapidly – and once an opportunity appears, they must act faster than ever to capture it.
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Cloud Strategies in financial services: Turning challenges into opportunities

Delve into our latest report exploring how banks, investment organisations and wealth and advisory firms are shaping their cloud strategies – based on the findings from our global survey of over 450 financial services executives.
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Learn more about our capabilities

FTSE Russell: Wealth Management

Explore FTSE Russell index solutions that help wealth managers support portfolio construction, risk management and investment decision-making.
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LSEG Events

LSEG drives conversations that matter - at leading events globally and through our own summits, forums and webinars.

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Frequently asked questions

  • Technology helps wealth firms combine market information, portfolio holdings, investment preferences and client objectives to deliver more relevant recommendations and communications. It enables advisors and investment teams to identify opportunities, risks and areas of interest across large client bases without relying on manual processes.

    LSEG supports this through trusted data, analytics, portfolio insights and advisor workflow solutions that help firms deliver more personalised experiences while maintaining consistency across advisory and digital channels.

  • Many wealth firms assess client experience using measures such as engagement levels, retention rates, response times, digital adoption and client satisfaction. These indicators help firms understand how effectively they are delivering advice, services and communications.

    To help improve these outcomes, LSEG provides portfolio analytics, digital wealth solutions, advisor workflow tools and market intelligence that help firms deliver more informed, personalised and timely client interactions.

  • Common tools include portfolio dashboards, market insights, personalised alerts, performance reporting, educational content and digital communication capabilities. These help keep investors informed and provide greater visibility into their portfolios and financial goals.

    LSEG helps firms create engaging digital experiences through market data, analytics, portfolio visualisations, digital wealth capabilities and AI-powered insights designed to deliver relevant information across web and mobile channels.

  • Digital wealth management refers to the use of technology to support investment management, financial planning and client engagement through online and mobile channels. This includes self-directed investing, hybrid advice models and advisor-led services enhanced by digital tools and insights.

    LSEG supports digital wealth strategies with market data, research, analytics, APIs, advisor workflow solutions and digital engagement capabilities that help firms deliver efficient and personalised investment experiences.

  • AI is helping wealth firms analyse large volumes of information more efficiently and deliver more relevant insights to advisors and investors. Common applications include research support, content summarisation, portfolio monitoring, client communications and automating routine administrative tasks.

    LSEG is embedding AI-powered capabilities across its wealth solutions, combining trusted market data, news and analytics to help firms surface relevant insights, improve productivity and support more informed investment decision-making.

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