The Working Group is currently paused and will be restarted if or when the need arises.


Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others. Banks opt to set up a service for this in-house. This WG focusses on capabilities required for such a service in a bank. The WG has a close relation with the Investment & Trading Products WG.

Service Domains

Managed Service Domains include:

  • Investment Portfolio Management
  • Investment Portfolio Planning
  • Investment Portfolio Analysis
  • Investment Account
  • Financial Market Analysis
  • Financial Market Research

In addition to this the WG partly manages all other Service Domains that are used in the Business Scenarios it defines.


The WG has defined the following Business Scenarios:

  • Conduct Customer-Centric Product Manufacturing
  • Handle Request for Investment Plan
  • Handle Request for Product Selection
  • Handle Request for Windfall Investment
  • Process Internal Customer Upgrade
  • Process Performance Review
  • Process Portfolio Rebalancing


Interested in this Working Group? Please contact us on