Global Private Banking and Wealth Management

A new era:
redefining ways to deliver trusted advice

Since our 2007 Survey, the world of the wealth manager has become far more challenging. With asset values down, lower trading volumes and clients focused on lower margin products, revenue prospects are severely reduced. Clients are expecting more from their wealth manager, are asking difficult questions and looking for assurance. Client relationships appear less secure. Additionally, governments and regulators are increasing the pressure on wealth.