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Winning in Wealth Management

Strategies for building profitable business operating models


The financial crisis since 2007 has acted as a major turning point for the financial services industry. It is changing the very basis of competition from growth to cost. At the same time the industry must absorb significant regulatory change. Based on our survey of more than 100 globally operating Swiss–based wealth managers it is clear winners and losers are emerging. In today’s challenging markets these winners and losers are likely to polarise further. Wealth managers must therefore identify the key levers that drive profitability and the most successful business operating models for the new competitive landscape. Above all, this structural shift requires a fundamental reappraisal of the strategic drivers of success to win in wealth management.

Daniel Kobler, Consulting Director, +41 (0)44 421 68 49

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