As a liability advisor, you want to learn more about the depth of financial plumbing, locally, nationally and globabally.
This EY Global Wealth Management Industry Report is a comprehensive analysis of the wealth management industry, focusing on the challenges firms face and the strategies they can implement to achieve long-term success. The report explores the evolving landscape of the industry, outlining key trends such as increasing client expectations for personalization, technological advancements, and the growing importance of intergenerational wealth transfer. It then identifies ten critical underlying challenges that wealth managers must address, ranging from building future-proof technology infrastructure to redesigning risk management and compliance functions. The report concludes by presenting twenty key concepts for execution, offering practical, proven approaches that firms can leverage to overcome these challenges and ultimately achieve sustainable competitive advantage.
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