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Wealth management and investment

wealth management and investmentThe changing regulatory landscape, outsourcing of back-office functions, and talent retention are just some of the issues currently on the agenda for investment managers. How do you make sense of the current market – and how can you turn that into profitability and competitive advantage?

How we can help

Our range of services to the investment management industry includes external and internal audit services, operational and systems expertise, tax advice, and risk management advisory services.

Read the latest research and publications

  • Improving product, client, and advisor profitability in wealth management
    Using profitability reporting to drive top-and bottom-line improvements
  • The next decade in global wealth among millionaire households
    Wealth managers will need a strong understanding of which economies present the greatest opportunities for business growth. According to this study, wealth among millionaire households could more than double over the next decade in 25 major economies and it is the developed markets that are expected to remain the global centers of wealth over the next decade.

Learn more

  • Forward Focus Archive
    Browse previous issues of our insights into the topics that are specific to the insurance and wealth management industries

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