LSEG is a leading provider of financial markets infrastructure and data products, delivering capabilities in data, indices and analytics, capital formation, trade execution, clearing and risk management. Our solutions enable customers to access liquidity, manage risk and make informed decisions across global markets.
LSEG has been empowering Wealth Management for decades. We continue to be trusted as a strategic provider of content, platforms, and analytics to mission critical functions at leading wealth firms.
Empower your wealth business with trusted data, analytics, insights and workflow solutions that help you make better decisions, deliver personalised experiences and drive growth.
LSEG's wealth management solutions:
- Enhance advisor productivity
- Elevate the investor experience
- Client onboarding and compliance
- Enhance the middle and back office
- Empower advisors and elevate client experiences
LSEG businesses at Future Proof Festival
FTSE Russell: Your Universal Index Partner for a Changing World
At FTSE Russell, we help wealth managers, model builders and home office research teams navigate an increasingly complex investment landscape. From creating core equity indexes to benchmarking private markets, our research-driven approach helps investors capture new opportunities, manage evolving risks, and build portfolios with precision. Trusted benchmarks linked to approximately $19 trillion in fund assets under management underscore the confidence investors place in our solutions worldwide.
LSEG Data and Analytics
Market-leading data, enhanced digital tools and actionable insights drive confident decision making for wealth advisors and investors alike.
Wealth Advisor Solution: Discover the data, technology and digital tools we provide to help wealth advisors improve efficiency and deliver tailored advice to each client.
Explore LSEG Workspace for wealth advisors>> a powerful, smart and customer-centric solution designed specifically for wealth managers
Wealth Data Solutions: Flexible, intuitive solutions that deliver market-leading data, advanced analytics and client-centric experiences.
Explore Data for wealth management>> Access our comprehensive, accurate and transparent content that spans both traditional and alternative data and world-class news coverage to inform better investment decisions.
Talk to a specialist to learn more
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You can adjust your preferences at any time through the preference link in any electronic communication that you receive from us.For more information on how LSEG uses your data, see our Privacy Statement.
You can adjust your preferences at any time through the preference link in any electronic communication that you receive from us.
For more information on how LSEG uses your data, see our Privacy Statement.
You can adjust your preferences at any time through the preference link in any electronic communication that you receive from us.For more information on how LSEG uses your data, see our Privacy Statement.
You can adjust your preferences at any time through the preference link in any electronic communication that you receive from us.
Featured Research and Insights
Direct Indexing 2026 Survey Report
From niche to necessary: Direct indexing joins the mainstream FTSE Russell surveyed 400 financial advisors to understand how direct indexing is evolving across the wealth management industry. Read the report to discover:
- What’s fueling direct indexing’s move into the mainstream?
- Which advisor segments are leading adoption?
- What opportunities could drive the next phase of growth?
Wealth Pulse 2026 Survey Report
Private markets gain momentum
The report highlights the growing role of private markets in affluent investor portfolios and the critical role of financial advisors and benchmarks in driving adoption.
Based on a survey of 600 U.S. investors with at least $500,000 in investable assets, the research shows that around one-third already allocate to private markets, with Millennials leading demand.
Performance Insights – September 2026
Global equity gains broaden as rising long-term yields pressure duration assets. This report provides actionable insights on global performance across asset classes, regions, currencies, industries and styles, using proprietary month-end data from our flagship index families.
Key highlights:
- Global Equities – Asia Pacific leads as industry gains broaden
- Global Fixed Income – Duration continues to underperform
- Equity Industries – Cyclicals lead as Technology gains broaden
- Alternative Indices (USD) – REITs/Infrastructure lag; Precious metals lead commodities
- Foreign exchange – US dollar weakens as KRW and commodity currencies lead
Step into tomorrow’s financial ecosystem with LSEG Workspace private markets add-on
Bring private and public markets together in one connected workflow. LSEG Workspace combines private-company fundamentals, deals, broker research, macroeconomic and sector intelligence, public-market data and trusted news with premium private-markets content from Preqin, Nasdaq eVestment and other leading providers. By mapping and standardising complementary sources, LSEG helps users connect funds, managers, investors, companies and deals, compare private-market opportunities with public-market context, and support workflows spanning fundraising, sourcing, due diligence, fund screening and performance benchmarking.
Why AI matters for the future of wealth management?
Based on a global survey of 500 firms in top investment markets around the world, this report explores where firms are making progress, where challenges remain, and what distinguishes those generating real value from AI.
Our report explores how AI is influencing:
- The advisor experience and productivity
- The quality, relevance and personalisation of advice
- Data foundations, governance and responsible AI
- Return on investment from AI initiatives
Wealth Insider Insights
A thought-provoking interview series exploring how technology, personalization and innovation are shaping the future of wealth management.
AI, advisors & the new wealth experience with Sarlota Hohwald, Director Wealth Data Solutions, LSEG
- Wealth management is evolving rapidly, driven by regulatory complexity, generational wealth transfer, and rising client expectations for digital-first, personalized experiences.
- AI is helping firms scale and advisors become more productive, with tools like GenAI for summarizing data, agentic AI for automating tasks, and chat assistants for improving client engagement.
- Client-centricity remains key, with technology enhancing—not replacing—human advisors, and digital platforms needing to balance automation with empathy, personalization, and emotional intelligence.
