EY
Over 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 believe that the essential challenge for these leaders has shifted. Today — faced with fundamental changes in client relationships, assets in motion, shifts in competition, and under pressure to improve financial performance and strengthen client trust and value — the industry’s defining question has become “how to win?” in terms of growth, profitability and sustainable competitive advantage.
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