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The wealth management industry is undergoing a substantial transformation. Our recent survey, carried out with over 150 wealth management experts, provides comprehensive coverage of the current landscape, with a particular emphasis on the challenges and opportunities presented by the proliferation of digital technology, online platforms and alternative assets. This report outlines strategies on how to overcome regulatory and security challenges and how to effectively position wealth managers in a competitive marketplace.
Amidst prevailing macroeconomic conditions, wealth managers and professionals have significant opportunities to explore. Digital technology has revolutionised the industry with online platforms and robo-advisors, making wealth management services more accessible, affordable and transparent in terms of products and pricing. In a rapidly-evolving financial landscape marked by economic, political and technological changes, wealth managers must navigate these shifts to align client portfolios with investment objectives.
Are you ready to adapt to the changing landscape and leverage technological advancements in wealth management?
Partner, Assurance Financial Services Market Leader, PwC Switzerland
Tel: +41 58 792 98 28
Senior Manager, Wealth Management Expert, PwC Switzerland
Tel: +41 79 587 30 35
Senior Associate, Financial Services Consulting, PwC Switzerland
Tel: +41 76 573 51 94
Manager, Financial Services Consulting, PwC Switzerland
Tel: +41 79 668 32 96