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Wealth management: Reframing for growth

January 15, 2021

Impact area one:

Interaction is expected to evolve towards a blend of face-to-face and remote, providing more personalized and higher value interventions with advisors, enabled and supported by digital tools to better scale the delivery of advice.

Impact area two:

Wealth management will likely move from resilience in 2020 to reshaping in 2021 to lay the foundation for reinvention up to 2025.

Impact area three:

Where we’re going:

Nicole Bodack

Managing Director – Capital Markets, Growth Markets Lead

Scott Reddel

Managing Director – Wealth Management Lead, North America

Ian Woodhouse

Associate Director – Wealth Management, Europe