Improving product, client, and advisor profitability in wealth management
With some market segments, including mass affluent clients, there are important opportunities for future growth. Wealth managers can return to healthy margins by analyzing the current business for improvements and taking action to positively impact the main profitability drivers.
Performance - January 2014
This issue of Performance focuses on approaches to wealth management in Europe, and especially in Switzerland, in light of European tax and regulatory changes. It also examines some of the regulations impacting the investment management industry in Switzerland and the EU.