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Time To Evolve -Global Wealth & Asset Management 2022 report(22.6月)/Christian Edelmann 外.Oliver Wyman

“The Wealth industry is on the cusp of the next evolution towards “Wealth Management 3.0," offering attractive growth opportunities and the ability to make financial advice and investments more accessible to a broader demographic and range of clients.”
 

What follows is our latest Morgan Stanley and Oliver Wyman Global Wealth & Asset Management report, Time to Evolve. We explore the opportunities and priorities for wealth and asset managers as the industry is on the cusp of the next evolution towards Wealth Management 3.0.

In our 2022 edition, Time to Evolve, with Morgan Stanley, we discuss three pressing strategic and investment priorities for wealth and asset Managers to successfully evolve to Wealth Management 3.0. We share our global industry analysis, trends, and insights for leaders to rethink operating and distribution models, reach wider client segments, and capture transformative and profitable growth opportunities. Below is an excerpt of our report, for the full version, please click the PDF below.

 

Oliver_Wyman_Morgan_Stanley_Global_Wealth_and_Asset_Management_Report_Time_to_Evolve_2022-복사.pdf
5.52MB