Developing a talent legacy

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Global Private Banking/Wealth Management Survey 2007: Further analysis

This supplement of the PricewaterhouseCoopers 2007 Private Banking/Wealth Management Survey looks in detail at the "people issues" facing wealth managers. The well documented CRM shortage is threatening to hamper growth plans. To be successful, wealth managers need to address the issues of managing talent, retaining their prized CRMs and also look at the model they use to grow their CRM base. With top quality staff being a key differentiator between the winner and losers in the industry, wealth managers must get serious about HR.

For further information on the supplement, further data analysis or details on how we help private banks and wealth managers, please contact Jeremy Jensen, Tim Prince or Natasha McMillan, or your relevant country contacts.