A new era: redefining ways to deliver trusted advice
The Global Private Banking and Wealth Management Survey 2009 was completed by 238 companies in 40 countries and gives a fascinating insight into the themes and trends impacting the world of wealth management as well as practical suggestions for actions wealth managers should be taking.
Reflecting the different aspects of a wealth management business, our Survey is split into six underlying sections covering: performance, client service, products and services, talent, operations and technology and risk management.
In our view, there are three underlying themes that will define the future of the private banking and wealth management industries:
- The emergence of 'Nouveau Classic' banking
- Adaptation of business models, specifically the drive for process efficiency and improved service; and
- Increasing political, fiscal and regulatory pressures.
This report will be followed by supplementary reports looking at specific aspects of the survey findings in more detail.
A new era: redefining ways to deliver trusted advice (PDF File 1020 KB)
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