Wealth management

Market-leading data, enhanced digital tools and actionable insights drive confident decision making for wealth advisors and investors alike. Create valuable and personalised experiences with our innovative suite of wealth solutions.

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  1. Solutions
  2. Customer testimonies
  3. Press releases
  4. Partners
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Solutions

Explore our wealth management solutions

Wealth Workflow Solutions

Discover the insights, digital tools and capabilities that can power wealth advisors to be more informed, efficient and client ready.

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Wealth Data Solutions

Flexible, intuitive solutions that deliver market-leading data, advanced analytics and client-centric experiences.

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Personalised investor experiences

Bridging the generation gap: 5 ways to attract investors and create competitive advantage

Our latest research highlights the data, insights and digital experiences that investors are looking for – from digital assets, index strategies and leveraging social media for investment ideas to their market outlook and risk appetite.

Access wealth solution report

Bringing trusted and accurate expertise

We provide unrivalled data coverage and workflow-centric solutions dedicated to the wealth management community, with 700+ LSEG employees dedicated to wealth management, 30+ years of experience and 50+ global partners.

  • 2,000
    Firms being served globally
  • 180k
    Desktop users globally
  • 600+
    Clients using our digital solutions for web portals and mobile apps
  • 40bn
    Market data updates delivered every day

Customer testimonies

What our customers say about us

If we’re going to do this and do it right, we really needed the best-in-breed market data provider and analytics provider.
Bobby Anselmo
Head of Technology, UBS AG Americas

We chose LSEG's solution as its user-friendly interface and actionable insights will allow our client advisors to attract, engage and advise clients as we accelerate the expansion of our franchise across Greater China, Southeast Asia and the Global NRI markets.
Akshay Prasad
Head of Investment Products & Advisory Solutions, International Wealth Management, Nomura

With LSEG ‘House Views and Market Insights’ (HVMI) Brewin Dolphin has consolidated all research team output to HVMI in a clear and an effective way. This allows investment and relationship managers to have access to all in-house research content through an established and integrated content & research management solution, alongside relevant financial data and news feeds from LSEG.
Marina Chernyshova
Research Director – Governance, Wealth and Investment at Brewin Dolphin Ltd

Press Releases

We are leading the way

LSEG launches Wealth Practice 360 providing wealth management firms and advisors with an integrated view of their book of business

Solutions creates a 360 view of the advisor's business by connecting internal and third-party applications with market data, client data and analytics.

LSEG and Vestorly team up to deliver enhanced AI-driven digital marketing tools to wealth management providers

Broker dealers and wealth advisors can now intelligently target more clients and prospects through Vestorly’s artificial intelligence solution alongside LSEG Workspace for Wealth Advisors.

Getting Personal: How wealth firms can attract and retain the modern investor

Our latest research highlights what investment opportunities clients want, how they want to interact with those opportunities and why they are investing in the first place.

Become a partner

To ensure you benefit from the latest thinking and technology, our partner marketplace provides seamless access to trusted content, powerful innovation, and new opportunities. 

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