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 analysing
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 LATEST 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.

INSIGHTS

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.

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to see what’s hot and who’s on the list

HOW THE POWER LIST WORKS

Frequency

Published twice 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 a 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.

Period

Published twice a year

Countries

Singapore, Hong Kong, UAE,
Switzerland, UK

Industries

Private Banks, Affluent Banking, EAMs, IFAs, HNW
Insurance Brokers, Trust Solution Providers, and our list
is a over 1,500 companies and rising.

Methodology

two sentences saying there are [X] number of variables that we analyse every 6 months. There is proprietary weighting of variables and an objective scoring analysis across the variables. Winners are companies who are leading overall and in their segments, as well as the biggest movers higher in a semi-annual and annual period.

Speak to us about the list

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

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