WAM Digital logo
Consult us
WAM Digital logo
Celebrating forward thinking
wealth managers who are raising industry
engagement standards

WHAT IS THE POWER LIST?

We’re reviewing

the design and marketing strategies

of wealth management companies large and small

and celebrating those who are moving the bar higher.

We’re reviewing
the design and marketing strategies
of wealth management companies large and small, and celebrating those who are moving the bar higher.

We call it the Power List.

THE 2025 POWER LIST

Endowus

WHAT WE LOVED

Endowus is a digital based wealth manager who understands how to educate and engage audiences with a cross-platform content strategy. From it’s deep-dive articles, insightful market updates, to their social media posts, their content delivers value and it’s clear they’re focused on building financial confidence, not just pushing a product.
  • Brand identity, Content strategy, Digital campaigns
JM Finn

WHAT WE LOVED

This UK wealth manager’s branding expertly balances tradition and modernity. Their fresh look feels aspirational and reflects their focus on financial freedom. From the well-designed ‘Prospects’ periodical to partnerships in the arts and sports, each channel reinforces a brand that is clearly addressing their audience personally.
  • Branding, Imagery, Website design
Marcuard Heritage

WHAT WE LOVED

This Swiss independent wealth manager has a clear sense of who they are, and it shows. Without the budget of a large organisation, they have invested in design where it matters. A clean, modern website reflects a thoughtful messaging that puts long-term trust front and center.
  • Branding, Visual identity, Website design
UBP

WHAT WE LOVED

This wealth management goliath has a large budget, but that has been the downfall of many on the Power List. Instead UBP’s cohesive, premium experience highlights their private banking expertise and transcends local markets. Their multilingual website and employee-focused LinkedIn content help them connect authentically across regions.
  • Branding, Content design, Social media
VP Bank

WHAT WE LOVED

This Private Bank maintains a modern look with consistent branding across all channels. Their LinkedIn posts offer a new and engaging perspective by often showcasing the people behind the brand, adding personality and making the polished image feel authentic and approachable.
  • Content design, Social media, Video

INSIGHTS

Why it’s time to recognise marketing leadership in wealth management
Why it’s time to recognise marketing leadership in wealth management
Trends
Dive deeper
The case for design and marketing in wealth management
The case for design and marketing in wealth management
Trends
Dive deeper
The case for design and marketing in wealth management
The case for design and marketing in wealth management
Trends
Dive deeper
Why it’s time to recognise marketing leadership in wealth management
Why it’s time to recognise marketing leadership in wealth management
Trends
Dive deeper

WHY DID WE CREATE THE POWER LIST

In today’s wealth and asset management ecosystem it’s imperative that companies prioritise their digital strategy.

From how they look online,

to the communication they share on their digital channels and their brand look and feel.

As an industry leading design and marketing agency, WAM Digital sees the good, bad and the ugly.
Wealth management companies may not be specialists in design,
marketing and engagement but they need to take this seriously
for their future business survival and growth.

So we are celebrating those
companies who are making strides forward.

Sign up to our newsletter
to see what’s hot and who’s on the list

HOW THE POWER LIST WORKS

Frequency

Published once a year

Geographies

Singapore, Hong Kong, UAE,
Switzerland, UK

Industry ecosystem

Private Banks, Affluent Banking, EAMs, IFAs,
HNW Insurance Brokers, Trust Solution
Providers.

Our list is at over 1,500
companies and growing.

Methodology

We score companies on over 20 digital touchpoints. Factors include branding, content design, website design and development, social media presence. The list is made up of those who are leading overall, leading in their industry segments, as well as the biggest movers during a period.

It’s not about who has the biggest budget, it’s about who’s making the smartest impact.

Frequency

Published once a year

Geographies

Singapore, Hong Kong, UAE,
Switzerland, UK

Industry ecosystem

Private Banks, Affluent Banking, EAMs, IFAs,
HNW Insurance Brokers, Trust Solution
Providers.

Our list is at over 1,500
companies and growing.

Methodology

We score companies on over 20 digital touchpoints. Factors include branding, content design, website design and development, social media presence. The list is made up of those who are leading overall, leading in their industry segments, as well as the biggest movers during a period.

It’s not about who has the biggest budget, it’s about who’s making the smartest impact.

Speak to us about the list

Media enquiries, questions, do you have someone you want to nominate for the Power List?

By sending this form I confirm that I
have read and accept the Privacy policy.

WAM Digital is part of WAMPLIFY
Powering the next generation
of wealth and asset management


2026 © WAM Digital Pte Ltd.
All rights reserved.

Follow us on

Linkedin