Wealth Management Centre of Excellence

Helping you enhance the business development solutions in Wealth Management by leveraging the knowledge of senior SMEs.

Featured - 4 items

Adaptive strategies in a dynamic world

PwC's Wealth Management Insights 2024

Wealth Management's silent goldmine

Under-engaged accounts

Net Zero Insights 2022

Setting sail for a carbon-neutral future

Asset and Wealth Management

Recognise and exploit new developments in the funds market

PwC’s Wealth Management Center of Excellence was established to leverage our global financial expertise aiming at creating and enhancing strategic business development solutions to drive our clients’ growth in the global and local markets.

We work with colleagues with complementing capabilities, providing extensive experience to our clients in the following field and beyond: Financial Services Advisory, Cyber and Financial Crime, Deals, Private Wealth, Regulatory change, and Assurance Services.

In an increasingly complex environment, it is essential to have a team of capable advisors at your side. Choosing PwC Wealth Management Center of Excellence is your key to success.

Key offerings for WM CoE split by ambition

Wealth management & Family Office set-up

Wealth management is undergoing a significant transformation. As entrepreneurial families prioritise their specific needs, many are choosing bespoke wealth management solutions and forming family offices for a more professional approach. At PwC, we've designed strategic modules to aid in setting up strong wealth management ventures and family offices. Let's explore how we can bolster your aspirations.

Core Wealth management

Our expertise focuses on investment, while we help to strengthen your service delivery backbone. In a market where tailored advice is essential, inefficiencies can lead to increased costs. PwC streamlines and digitises your operations for platform-based results. We’re your strategic partner, enhancing your core operations through our services. Let’s reshape your operations together.

Growth & Profitability in wealth management

In wealth management, profit is an ongoing pursuit. Our services boost AuM and NNM growth. Using M&A and refining client engagements, we aim for more than just profit; we envision a business evolution. At PwC, we apply industry insights to evolve your strategies, ensuring adaptability amid changing industry demands. Let’s navigate this journey together.