6 key learnings for today's new normal
What clients want from wealth managers is changing fast. After many years of business-as-usual, the pandemic has boosted client demands for a better digital experience, paired with a good old-fashioned personal touch. Regulators also have new requirements, but they also present a number of new opportunities. In our study, we canvass the views of ultra-high-net-worth investor (UHNWI) advisors and analyse our database of ultra-wealthy entrepreneurs. This research confirms that it’s time for wealth managers to adapt – indeed, they may need to do so quickly to stay abreast of competitors.
Welcome to the first report in our new wealth management series, drawing on the research conducted by the Wealth Management Centre of Excellence, at PwC Switzerland.
We conducted a survey of 140 UHNWI advisors between November and December 2021 to discover how their clients’ demand for investment products is changing.
To understand how green technologies and crypto assets are generating UHNWI wealth, we analysed PwC’s ultra-wealthy research database, covering more than 2,600 ultra-wealthy entrepreneurs from 43 countries.
Director, Operational Excellence & ESG Transformation Leader, PwC Switzerland
Tel: +41 58 792 26 50