Global Wealth Management and Private Banking Deloitte Global

Anticipating change, leading growth

The private banking & wealth management industry is changing at an exponential speed and companies are struggling to keep up. Newmarket entrants, cost and margin pressure, and clients expecting a seamless multichannel experience are just some of the shifts we have seen over the last year. Private banks and wealth managers will need to develop clear strategic answers to be resilient through the uncertain times that may lie ahead. Deloitte can help.

Deloitte teams from around the world offer advice, products, and services to help firms stay competitive in the evolving market. We work with clients including large corporates, private, high-net-worth individuals, and more.

Services which the Deloitte member firms offer include

Audit & Assurance
Client experience
Cultural change
Digitalization
Operational efficiency
Risk, regulatory & compliance
Security, privacy, fraud & risk
Strategy & Innovation
Sustainability
Tax

Our teams serve clients locally while drawing upon Deloitte's global industry expertise. We would be happy to discuss the latest trends in our sector and how they might impact your organization.

Embracing the Business Model Change

This study, from Deloitte Switzerland's Monitor Deloitte, emphasizes the need for the Private Banking and Wealth Management industry to create a mind shift in how to look at innovation and to become more innovative.