Digitizing investment suitability

Article

Digitizing investment suitability

A five-point plan for taking a proactive stance in matching product to client in the latest wealth management front-office digitization efforts.

Executive Summary

For private banks and wealth managers, investment suitability is a hot regulatory topic and should be at the heart of front-office digitization efforts. Increasingly, supervisors are expecting private banks and wealth managers
to strive for good customer outcomes and demonstrate that their decision-making processes are centered on an understanding of customer needs.

Performance magazine issue 29, May 2019

Performance is a triannual digest, dedicated to investment management professionals, which brings you the latest articles, news and market developments from Deloitte’s professionals and clients.

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