Wealth management and private banking - Clients and value proposition


Wealth management and private banking - Connecting with clients and reinventing the value proposition

The wealth management and private banking industries have changed significantly over the past few years.

Executive Summary

Increased regulation and tax transparency requirements in the aftermath of the financial crisis have caused a significant shift from offshore to onshore wealth management. Moreover, emerging market players are targeting developed markets while developed market players are seeking growth outside of their home markets.

In this context, many wealth managers and private banks have optimized their operating models. Nonetheless, we believe that the industry has yet to address the challenge of redefining the complete spectrum of value propositions made to clients, and how value is delivered to clients through a combination of products and services, channels and pricing. To explore this avenue, we have conducted a survey to assess how industry players in Europe and internationally are reinventing their value propositions.

PDF - 654kb

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).

PDF - 5.1mb
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