Product profitability in Wealth management and Private Banking


Product profitability in Wealth management and Private Banking

Unlocking profit opportunities with enhanced reporting capacity

Executive Summary

In light of ongoing industry challenges, managing profitability remains a priority for wealth managers. Product mix optimization stands out as a key enabler for top and bottom-line improvement. To unlock its potential, best-in-class wealth managers are developing methodologies for monitoring and steering profitability across the product portfolio. In our view, given shift driven by MiFID II and evolution in clients’ expectations, Product Profitability should be top priority on the agenda of Wealth Management CFOs.

PDF - 1.32MB

Inside Magazine issue 12, June 2016

Inside is Deloitte’s quarterly magazine offering an exclusive insight into best practices, trends and opportunities faced by our clients across all industries.

Inside focuses on the main hot topics relevant for the market (Asset management, Banking, Insurance, Public sector, Healthcare, Private equity, Real estate, TMT, Manufacturing and consumer business, Transport and logistics).

PDF - 15.7 MB
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