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How to build the asset and wealth management firm of the future
Asset and Wealth Management Services
Overview
At PwC, we’re investing in smarter solutions — so you can solve more, move faster and unlock greater value. In a complex world, we tackle challenges from every angle — bringing fresh thinking and new perspectives to help move things forward. By harnessing the power of human ingenuity and passion, combined with the latest technologies, we continue to help create solutions that build trust now and for what’s next.
For decades, asset and wealth management clients have worked with PwC to design what’s next: what’s next for their businesses, what’s next for their people and what’s next in the world. In an ever-changing landscape, you need to be smarter, more agile and more innovative to succeed. Whether you’re an emerging manager looking towards the future, or an existing manager looking to create efficiencies through managed services, finding strategic solutions is our common goal. We leverage our industry knowledge, our experience and our technology to find solutions that keep moving you forward, building momentum and creating sustained outcomes for your business. The result? Your future, reimagined with bold thinking and the right strategies to help chart your course.
Asset and wealth management sector trends
- Pressure on performance and profitability
- Transforming the business model
- Transforming through technology
- The battle for talent
- Rise of digital assets
Pressure on performance and profitability
With muted active returns, increased transparency and ease of access to the market, the asset and wealth management industry is experiencing fee pressure and changing investor preferences, leaving firms searching for ways to transform and improve performance while cutting costs.
Transforming the business model
- Rising concentration
Asset and wealth managers are making a host of deliberate and aggressive strategic decisions to succeed in the face of today’s challenges, including making acquisitions and adding new product capabilities to increase scale.
- Value propositions matter
Value-for-money demands are upending the economics of the industry, which has seen asset-weighted mutual fund and ETF fees fall in recent years, driven by investors switching to lower-cost products.
Transforming through technology
Asset and wealth managers are investing in digital platforms to enhance the client online experience by improving access to products and supporting the administration of investment vehicles.
The battle for talent
Firms are adapting their corporate culture to attract tech-savvy talent while upskilling and retaining current talent to address the industry’s ongoing staffing challenges.
Rise of digital assets
With the maturation of exchanges and custody, the avenues for obtaining and holding digital assets are becoming more secure and offer a simplified approach. As a sign of its growing popularity, regulators have an increased focus in this area, and firms and their service providers are embedding digital assets into strategies.
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