Wealth managers driving for success: Becoming tomorrow’s elite

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Global Private Banking/Wealth Management Survey 2007: Further analysis

This supplement of the PricewaterhouseCoopers 2007 Private Banking/Wealth Management Survey addresses how wealth managers need to change their business models in order to become more successful, including delivering on the strategy, implementing systems and processes, developing and retaining CRMs, and managing risk. It explores these issues in detail and suggests the building blocks required to become one of tomorrow's elite wealth management organisations. For an industry that is seeking to become more client-centric in response to changing demands, this publication is an important read.

For further information on the supplement, further data analysis or our service offerings to private banks and wealth managers, please contact either Jeremy Jensen, Tim Prince or Natasha McMillan, or your relevant country contacts.