Safeguard profits through operating model optimization

Wealth management firms can maximize the impact of their investments during uncertainty through a focused operating model

In the eye of a perfect storm

The wealth management industry is in the midst of great disruption as economic forces, competition from new entrants, and client expectations mount. Wealth management executives consider natural events – such as floods and pandemics – to be the number-one industry disruptor, with almost 60% rating it as high impact. Other high-impact disruptors included changing client expectations and a global economic slowdown.

 

The wealth management industry faces disruption on multiple fronts

 

World Wealth Report 2020

The World Wealth Report is the industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry. This edition of the report explores how hyper-personalized offerings and operating model optimization are crucial in today’s extraordinary uncertainty.

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