Reinvention strategies so you can lead in a dynamic market

Asset and wealth management 

A business woman in an office

The industry is shifting—fast. Customer expectations are evolving. Ecosystem-driven models are eliminating intermediaries. AI and blockchain are rewriting the rules. Traditional asset and wealth management structures won’t hold. Firms must rethink, restructure and reimagine to stay competitive.

Today, resilience isn’t enough. Reinvention is key. Break from incremental change and embrace full-scale transformation by adopting intelligent, integrated ecosystems. Leverage alliances and embed digital-first, data-led strategies. Tomorrow’s asset and wealth management leaders won’t be adapting to change––they’ll be driving it. 

How we can help

We go beyond advice by executing alongside you. Our deep industry expertise, advanced technology and strategic relationships drive transformation. From AI-powered personalisation to business model reinvention, we help firms unlock sustainable growth, streamline operations and build trust in a changing world.

Business model reinvention

AI redefines. Digital ecosystems transform. Customer needs evolve. Your business model must do the same. Now is your moment to rethink your offerings, reevaluate pricing and rebuild operating models that outpace competition. 

Our research reveals that 73% of firms say AI will be the most transformative technology in the next three years, yet 68% allocate less than a sixth of their investment budget to it. There’s ambition—but execution is falling behind.

We help you bridge the gap. Integrate AI, modernise platforms and leverage M&A. We accelerate your transformation from strategy to reality.

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Explore the domains of growth

Industries are reshaping around fundamental human needs, creating value through collaboration across interconnected domains that now replace traditional value chains.
Explore the domains relevant to your sector.

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Stay ahead with sector-specific business models, AI, data and ecosystem partnerships. Gain insights, adopt new strategies and drive transformation.

We unite expertise and tech so you can outthink, outpace and outperform
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Contact us

Albertha Charles

Albertha Charles

Asset and Wealth Management Leader, Financial Services Partner, PwC United Kingdom

Tel: +44 (0) 7803 234274

Declan Byrne

Declan Byrne

US Asset and Wealth Managed Services Leader, PwC United States

Paul Pak

Paul Pak

Partner, PwC Singapore

Tel: +65 9622 4233

Andrew  O’Callaghan

Andrew O’Callaghan

Global Asset & Wealth Management Advisory Leader, Partner, PwC Ireland (Republic of)

Tel: +353 1 792 6247

Seth Promisel

Seth Promisel

Asset and Wealth Management Trust Solutions Leader, PwC United States

Steven Libby

Steven Libby

EMEA Asset and Wealth Management Leader, Partner, PwC Luxembourg

Tel: +352 49 48 48 2116

Allison  Rosier

Allison Rosier

Global Asset and Wealth Management Tax Leader, Partner, PwC United States

Tel: +1 (646) 465 0474