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Wealth managers: Do you know what clients want?

July 1, 2021

Wealth Managers: Do you really know what your clients want?

Combining insights from Orbium, and Fjord, part of Accenture Interactive

The four client disconnects in wealth management

"Clearly the landscape is shifting and evolving, and several new entrants in the industry have new models. The way we have done things for the past 20-30 years is changing dramatically."– MANAGING DIRECTOR, European wealth management firm

"My advisor and the investment specialists are nice, but I rarely get hot investment deals proposed. That's why I created my own investment circle with my network of successful entrepreneurs where we exchange interesting private equity deals."

— WEALTH MANAGEMENT CLIENT

"Sustainability is NOT what we are thinking about. Yes, we want the world to be green and sustainable but that is not something I can impact. I want to spend my time on things I can impact!"– WEALTH MANAGEMENT CLIENT

Two traps to avoid

An imperative for survival

"Clearly the landscape is shifting and evolving, and several new entrants in the industry have new models. The way we have done things for the past 20-30 years is changing dramatically."– MANAGING DIRECTOR, European wealth management firm

Zabeen Moser

Managing Director – Wealth Management, Europe


Marko Laitinen

BUSINESS DESIGN DIRECTOR – FJORD, PART OF ACCENTURE INTERACTIVE


Samir Gherbi

Managing Director – Wealth Management Lead, Europe

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