Barry Benjamin
Global Asset and Wealth Management Leader. Key global trends for the future of wealth management.
The rise of technology has altered how we live and the speed with which we engage with one another. But how does this impact wealth management – a proposition predicated on personal service, where clients pay for solutions and advice tailored to their individual investment goals, day-to-day financial needs and attitudes to risk? PwC has surveyed over 1000 high net worth individuals and interviews with 100 client-facing relationship managers who work in wealth management firms to explore the digital opportunities that the industry is powerfully positioned to exploit.
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Key messages
Selec a key message to find out more
- Low digital response
- Low client advocacy
- High tech appetite
- HNWIs advocate paying for expertise
- Client advocacy: why digital complacency is not an option
- Meeting client expectations for an online interface
Low digital response
Wealth management stands today as one of the least tech-literate sectors of the financial services industry, and is falling well behind non-financial services industries – a status that is threatening its survival.
What our Wealth Management Leaders have to say
5 results
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Andreas Lenzhofer
Private Banking and Wealth Management Co-Leader. New expectations towards wealth managers.
Andrew Hogan
UK Private Banking and Wealth Management Leader. Key wealth management trends in Europe.
Alan Gemes
Private Banking and Wealth Management Co-Leader. What are the 3 key actions to embrace the digital curve.
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