Summary of Navigating the New Client Landscape

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  • Comprehensive
  • Analytical


Numerous aspects are transforming the wealth-management industry’s market ecosystem: wealth distribution changes, pervasive regulations to protect investor interests, data-analytic capacities to formulate customized offerings and client preferences for technology access. According to this thorough and well-reasoned report from professionals at the Boston Consulting Group, wealth managers crafting business strategies need to shift their focus toward innovative products and creative ways of doing business. getAbstract recommends this sound article to executives looking to stay ahead of industry changes.

About the Authors

Brent Beardsley et al. are professionals at Boston Consulting Group offices around the world.



In 2015, private financial assets around the world rose 5.2%, driven mainly by rising incomes rather than higher investment values. A survey of more than 130 financial executives and 500 wealth-management clients shows that asset appreciation underlay wealth growth in North America, while income growth was largely at work in developing countries. The most robust advances occurred in the Asia-Pacific area, which is forecast to surpass “North America in total private wealth soon after 2020.” But wealth managers, who typically make their money by commissions on transactions, have...

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