Our latest survey, Survive and Thrive to 2025: Insights from the Wealth Management C-Level, shows how the wealth management industry remains attractive, even during a time of great industry turmoil. Over a short period, the industry has entered a much tougher environment with major volatility and uncertainty. Industry-wide transformation and digital disruption were already well…
“We all need to do more.” Bank of America Chairman and CEO Brian Moynihan, June 2020 With this quote, Brian Moynihan announced Bank of America’s $1B commitment to aid local communities dealing with economic and racial inequality that’s been exacerbated by the coronavirus outbreak.1 In doing so, he helped pivot the already growing environmental, social,…
The COVID-19 pandemic is a profound health and humanitarian crisis that has brought significant economic hardship for many people around the world, and it will continue to impact our lives for many months to come. At the same time though, we have witnessed an incredible spirit of resiliency with communities and companies coming together to…
Private banking 4.0 is upon us. Digital technology and a highly focused business strategy – not so long ago “nice-to-haves” – are both expected to become “must-haves” in this world of discerning and demanding clients. Firms that lag behind could be seeing the results in depressed bottom lines. This is the story to emerge from…
In February 2019 Accenture acquired Orbium, a business and technology consultancy specializing in wealth management in Europe and Asia. At Orbium, our guiding principle remains to focus on what is most important to our clients – their success. This priority continues to guide us as we work with our clients to help them successfully transform their…
What a turbulent start to a new decade! Geopolitical tensions, climate change, volatile markets—how relevant are investor’s financial New Year’s resolutions for the environment we find ourselves in today? I believe that wealth managers need to help their clients find some financial calm in this increasingly unpredictable world by giving clients the advice they crave.…
