Global Private Banking and Wealth Management Survey

The 2013 survey gathered insights and perspectives on critical aspects of the challenges confronting participants, with a host of different operating models and businesses across all segments of global wealth management.

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We are pleased to present the findings and insights from the 20th Anniversary edition of our 2013 Global Private Banking and Wealth Management Survey.

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Industry trends

In our view, the industry is now at an inflection point and there are two overarching strategic priorities for wealth managers: achieving excellence in client experience and managing transformational change.

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The reshaping of the wealth management industry is in its early stages and players will need to make key choices about where and how they compete across their business models. Women are an increasingly important, empowered, and wealthy client demographic. Yet only 8% of our respondents currently consider gender when segmenting their client base. Wealth managers should they choose to outsource non-core elements of their services, must remember that they retain fiduciary responsibility. They will need to master negotiating service levels and assuring data security with their partners. Digital change presents the promise of a re-imagined client experience. It presents opportunities for competitive differentiation.

Private Banking and Wealth Management outlook - Asia

PwC's Justin Ong, Asia lead, discusses the 2013 Private Banking and Wealth Management outlook and trends for Asia.

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PwC's Jeremy Jensen, EMEA lead, discusses the 2013 Private Banking and Wealth Management outlook and trends for the UK.

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PwC's Steve Crosby, Americas lead, discusses the 2013 Private Banking and Wealth Management outlook and trends for the US.

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Contact us

David Hoffman
Banking and Capital Markets US Practice Leader
Tel: +1 (646) 471-1425
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William Taggart
Global FS and Asset & Wealth Management Tax leader
Tel: +1 (646) 471 2780
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Rahoul Chowdry
Global and Canadian Banking & Capital Markets Assurance leader
Tel: +1 (416) 815 5059
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