bcg《2017全球财富报告》（英文）-38页.pdf

Global Wealth 2017 Transforming the Client Experience Global Wealth 2017 TRANSFORMING THE CLIENT EXPERIENCE BRENT BEARDSLEY BRUCE HOLLEY MARIAM JAAFAR DANIEL KESSLER FEDERICO MUXI MATTHIAS NAUMANN JÜRGEN ROGG TJUN TANG ANDRÉ XAVIER ANNA ZAKRZEWSKI June 2017 | The Boston Consulting Group 每日免费获取报告 1、每日微信群内分享5+必威体育精装版重磅报告； 2、每日分享当日华尔街日报、金融时报； 3 、每周分享经济学人 4 、每月汇总500+份当月重磅报告 （增值服务） 扫一扫二维码 关注公号 回复 ：研究报告 加入“起点财经”微信群。 CONTENTS 3 INTRODUCTION 5 GLOBAL WEALTH MARKETS: MODEST GROWTH CONTINUES Highlights by Region The Offshore Perspective 16 AN INFLECTION POINT FOR WEALTH MANAGERS Reducing Costs, Increasing Investments Players Are Starting to Act Maximizing Focus and Agility 25 DIGITAL IN WEALTH MANAGEMENT: TIME TO GET IT RIGHT Client Journeys 2.0: Seizing the Opportunities The Moment for Change Is Now What It Takes to Succeed 32 FOR FURTHER READING 33 NOTE TO THE READER 2 | Transforming the Client Experience INTRODUCTION The overall growth of global private wealth picked up momen- tum in 2016, allowing for a good deal of regional variation. All regions experienced positive growth, with North America, Western Europe, Latin America, and the Middle East and Africa posting stronger expansion than in the previous year, and Asia-Pacific, Eastern Europe, and Japan growing at slower rates. Asia-Pacific was nonethe- less the most robust region, achieving an increase that was just shy of double digits. We expect siz