Wealth Management

The wealth management industry has traditionally seen strong growth with little capital intensity. But today, tightening regulations, increasing competition, and a slowing global economy are forcing changes in wealth management strategies.

On top of this, customer expectations are evolving fast. Clear communication is paramount: wealth clients want to know exactly what they’re paying for, while firms need to better understand how much clients are willing to pay. Customers increasingly expect providers to offer the convenience of digital apps, features, and channels, but wealth management digital strategy has lagged well behind commercial banking and other sectors.

BCG works with wealth management firms so that they can fully understand the strategic implications of a changing industry and translate them into competitive advantage.

Meet Our Wealth Management Leadership Team

Explore Our Latest Thinking on Wealth Management


At the Crossroads: Wealth Management in North America

North American wealth managers entered the recent crisis in worse shape than they entered the Global Financial Crisis of 2008/2009. This creates a pressing need for change, and a revitalized agenda is called for to establish strategic priorities and a winning game plan.

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Financial Institutions