Our wealth management team is delighted to announce the winners of this year’s Model Wealth Manager Awards program! The submissions pool was competitive with entries from global financial institutions. We would like to thank all of the financial institutions and supporting service providers who entered this year’s program, and we hope to see you again in 2025 (the submission window opens June 2024).
Our 2024 Model Wealth Manager Award winners’ innovative work spans the categories of personalization, streamlining advisor workflows, and essential and emerging technologies. This year’s winners focused on the application of Gen AI and cloud, democratizing wealth management, portfolio construction, and all-in-one advisor tech.
The Model Wealth Manager Awards program is in its 7th year and is a part Celent’s annual Innovation and Insight Day; the event is virtual and available as a recording. In addition to sharing details on this year’s winning submissions, we provide you with strategic insights on market dynamics - we offer ideas around technology implementation to gain a competitive edge. We aim to address:
- Which initiatives should wealth managers prioritize in an increasingly competitive and volatile environment?
- What does this innovation look like in real-life?
- And, what are the implications for your firm?
As part of our 2024 Model Wealth Manager award program, we released a case study report (available to Celent subscribers) on each winning-initiative and a case study interview with a stakeholder from the initiative. Congratulations to all our 2024 Model Wealth Managers! Learn more about each of our winners below:
- Morgan Stanley Wealth Mangement a Model Wealth Manager for Personalization
- Pershing X a Model Wealth Manager for Streamlining Advisor Workflows
- Vanguard a Model Wealth Manager for Essential and Emerging Technologies
- Morgan Stanley Wealth Management a Model Wealth Manager for Essential and Emerging Technologies
