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Wealth management and investment

wealth management and investment The 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

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.
Achieving Profitable Growth in Wealth Management
How a close assessment of front and back-office costs can improve scaling efficiency and margins
Many wealth managers continue to struggle with profitability and the ability to scale efficiently. Now, amid declining asset prices, some clients are looking to invest in more conservative products which are often less profitable to wealth managers and operating expenses have outpaced top line growth for the past several years.

Learn more

Forward Focus - March 2013
KiwiSaver:
- The hottest lead ever
- Using analytics to understand KiwiSaver customers
- Designing the right customer experience
- What New Zealand must learn from Australia
Forward Focus Archive
Browse previous issues of our insights into the topics that are specific to the insurance and wealth management industries