Global Private Banking and Wealth Management Survey 2009 |
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July 2009
The Global Private Banking and Wealth Management Survey 2009 was completed by 238 companies in 40 countries and gives a fascinating insight into the themes and trends impacting the world of wealth management as well as practical suggestions for actions wealth managers should be taking.
Reflecting the different aspects of a wealth management business, our Survey is split into six underlying sections covering: performance, client service, products and services, talent, operations and technology and risk management.
In our view, there are three underlying themes that will define the future of the private banking and wealth management industries:
This report will be followed by supplementary reports looking at specific aspects of the survey findings in more detail.
© 2010 PricewaterhouseCoopers. All rights reserved. "PricewaterhouseCoopers" and "PwC" refer to the network of member firms of PricewaterhouseCoopers International Limited (PwCIL). Each member firm is a separate legal entity and does not act as agent of PwCIL or any other member firm. PwCIL does not provide any services to clients. PwCIL is not responsible or liable for the acts or omissions of any of its member firms nor can it control the exercise of their professional judgment or bind them in any way. No member firm is responsible or liable for the acts or omissions of any other member firm nor can it control the exercise of another member firm's professional judgment or bind another member firm or PwCIL in any way.
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