Are wealth managers measuring up?
Digital complacency is not an option
The wealth management industry remains focused on a conventional way of
servicing clients – this may come from the strong tradition of wealth management
primarily being a person-to-person business – and a widely held belief that clients
are resistant to any form of digital audit trail.
Our survey results tell us otherwise. Over half of HNWIs in Asia Pacific and
worldwide believe it is important for their financial advisors or wealth managers to
have a strong digital offering