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Wealth management

Deliver on changing client expectations with a dynamic, personalized approach.

What’s going on

Digital transformation is making wealth management affordable to more investors—driving both growth and rapid change to the wealth management industry. Your clients today expect more personalized services and offerings—delivered faster and more conveniently than ever before. Adapt your firm’s business model to offer new forms of advice and become more agile.

What you can do

Support new and traditional clients by designing and implementing new businesses, ventures and direct-to-consumer channels to grow and scale at pace.

Engage and upskill your workforce and empower them with digital tools to help meet industry changes and grow client relationships.

Help clients capture and enhance value in their products and services through socially responsible and innovative investment solutions.

Keep up with client demands and make use of meaningful data through integrated wealth platforms and services with our ecosystem partners, including Avaloq and InvestCloud.

Use new middle- and back-office solutions to deliver end-to-end capabilities that extend beyond tactical cost-cutting.

Create a holistic strategy that blends business, AI, data analytics and leading technologies to improve growth, efficiency and resilience.

Our leaders

Scott Reddel

Managing Director – Wealth Management Lead, North America

Samir Gherbi

Managing Director – Wealth Management Lead, EMEA

David Wilson

Managing Director – Wealth Management Lead, Growth Markets