Capturing value in a shifting environment

Article

Capturing value in a shifting environment

Path to value for wealth management centers

The international private wealth management industry has come successfully through the global financial crisis and the subsequent challenges of weak national economies and increased regulatory activity.

Executive Summary

Financial markets have enjoyed rapid growth, boosting private wealth; and expansionary monetary policies and evolving emerging markets have helped wealth managers to increase their client asset volume. Nevertheless, providers are facing challenges linked to falling revenues and profit margins in their cross-border business.

Wealth management centers are not all impacted the same way by the new trends on the market resulting from this changing environment. The best opportunities for attracting new client assets—a critical factor for any wealth manager—are currently found outside Europe, in emerging economies, mainly in Asia, where there is strong growth in consumer disposable income and wealth creation.

In spite of certain positive developments, providers of wealth management services still need to address the challenges in their cross-border business and therefore must look for new strategies to enhance their performance. Not all wealth managers are facing the same challenges and have equivalent areas of interest: they must understand the specific needs of their respective clients to undertake an efficient path to value.

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Inside magazine issue 9, June 2015

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).

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