安永：2024年全球财富管理行业报告（英文版）（46页）.pdf

1、2024 EY Global Wealth Management Industry ReportRethinking the howExecutive summary 041 Why change is needed:setting the scene 062 What to do:10 underlying challenges 103 How to do it:key concepts for execution 24Methodology 40Key contacts 42ContentsPreface 32024 EY Global Wealth Management Industry

2、 Report:Rethinking the howOver the last two decades,the key question facing wealth management1 executives was“where to play?”Our engagement with industry leaders around the world leads us to believethat the essential challenge for these leaders has shifted.Today faced with fundamental changes in cli

3、ent relationships,assets in motion,shifts in competition,and under pressureto improve financial performance and strengthen client trust and value the industrysdefining question has become“how to win?”in terms of growth,profitability and sustainablecompetitive advantage.This report aims to answer thi

4、s question,focusing on what is decisive for outperformance mid to long-term.It shall be both a revealing mirror to the industry and an inspiration for leaders who believe they have a responsibility to design the tomorrow of their organization and shape the future of the wealth management industry.It

5、 is our belief that any attempt to answer this question must begin with a fundamental understanding of the industrys logic of value creation and its financial performance drivers.Therefore,we intend to avoid buzzwords or restatements of well-known industry trends.Instead,we review the drivers of evo

6、lution forcing wealth managers to rethink and reshape their core value proposition,business and operating models,data models and technology infrastructure(see Setting the scene).We then explore the underlying industry challenges that firms must address to outperform theircompetitors in value creatio