安永2024年全球财富管理体行业报告英文版页.pdf

2024EYGlobal

WealthManagement

IndustryReport

Rethinkingthehow

Contents

Executivesummary04

1Whychangeisneeded:

settingthescene06

2Whattodo:

10underlyingchallenges10

3Howtodoit:

keyconceptsforexecution24

Methodology40

Keycontacts42

Preface

1

Overthelasttwodecades,thekeyquestionfacingwealthmanagementexecutiveswas

“wheretoplay?”Ourengagementwithindustryleadersaroundtheworldleadsustobelieve

thattheessentialchallengefortheseleadershasshifted.Today—facedwithfundamental

changesinclientrelationships,assetsinmotion,shiftsincompetition,andunderpressure

toimprovefinancialperformanceandstrengthenclienttrustandvalue—theindustrys

definingquestionhasbecome“howtowin?”intermsofgrowth,profitabilityandsustainable

competitiveadvantage.

Thisreportaimstoanswerthisquestion,focusingonwhatisdecisiveforoutperformancemid

tolong-term.Itshallbebotharevealingmirrortotheindustryandaninspirationforleaders

whobelievetheyhavearesponsibilitytodesignthetomorrowoftheirorganizationandshape

thefutureofthewealthmanagementindustry.

Itisourbeliefthatanyattempttoanswerthisquestionmustbeginwithafundamental

understandingoftheindustry’slogicofvaluecreationanditsfinancialperformancedrivers.

Therefore,weintendtoavoidbuzzwordsorrestatementsofwell-knownindustrytrends.

Instead,wereviewthedriversofevolutionforcingwealthmanagerstorethinkandreshape