Anna Zakrzewski, managing director and partner, discusses the overall state of today's wealth management industry and the dynamics that are forcing players to change in fundamental ways.

Anna Zakrzewski has been with Boston Consulting Group since 2001. She is a core member of the Financial Institutions and Strategy practices. Her focus is primarily on financial services, with a concentration on wealth management and global private banking. Anna leads wealth management globally, and is a topic expert in global wealth management. Anna is one of the coauthors of BCG's flagship report on global wealth, and has driven its' content development for many years.

As a core member of the Financial Institutions practice, she focuses on areas such as strategy, transformation, sales and front-office effectiveness, client service models and segmentation, mergers and acquisitions, private banking operating models, advisory cost efficiency, competitive benchmarking, and organization within the private banking and wealth management space worldwide.

Anna has specific expertise in mergers and acquisitions, including post-merger integrations, having led several of the largest projects in the industry in recent years in Switzerland and internationally. She also has in-depth experience in the external asset manager/intermediary market in Europe and Switzerland.

AREAS OF EXPERTISE

EDUCATION

  • Master's degree, Bond University, Australia

Publications and Videos

Global-Wealth-2022-Rectangle-opt.jpg

Global Wealth 2022: Standing Still Is Not an Option

The most important question facing wealth managers right now is not which initiatives to prioritize—but how best to implement them all.
Unlocking_the_Art_of_Private_Equity_in_Wealth_Management.jpg

The Future Is Private: Unlocking the Art of Private Equity in Wealth Management

Thanks to a BCG and iCapital collaboration, we have developed a systematic approach that wealth managers can leverage to succeed in scaling up their client service model for private equity.
Wealth-Management.jpg

Navigating Wealth Management in a Covid World

Despite the global pandemic, the past year has turned out to be productive for wealth managers. As the pandemic continues to impact lives and economies around the world, they are focused on where the industry goes next. In a comprehensive global survey, we asked senior executives to share their perspectives.
" "

Global Wealth 2021: When Clients Take the Lead

Flipping the lens to look at global wealth from the perspective of client needs instead of net worth reveals huge untapped revenue pools lying in plain sight.
wealth-management-in-north-america.jpg

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.
ESG-DNA.jpg

Making ESG Your DNA: How Wealth Managers Can Grow Through Sustainability

Rising demand for sustainable investment presents wealth managers with a significant opportunity. For those set to accelerate their efforts, the current period, and its attendant pandemic-related sensitivities, is the ideal time to act.
global-wealth-2020-rectangle-tcm9-250904.jpg

Global Wealth 2020: The Future of Wealth Management—A CEO Agenda

Firms have been late to the present, and they’re even further behind in preparing for the future. With shifts accelerating, leaders must commit to essential changes now.
Person standing on a far-away mountain top with their arms in the air

Managing the Next Decade of Women’s Wealth

For too long, wealth managers have looked at the women’s segment through a marketing lens. But women don’t want pink products. They want individualized service. Advisors that fail to adapt will miss out on a $93 trillion opportunity.
should-financial-institutions-navigate-the-covid-19-crisis-part-two-square-tcm9-243704.jpg

How Should Financial Institutions Navigate the COVID-19 Crisis? Part 2: A Three-Stage Battle

They’ve been focusing – for good reason – on immediate priorities, but they need to start building the foundation for how they will operate in the new normal.
" "

For Wealth Managers, COVID-19 Is a Wake-Up Call

It is still impossible to assess the impact of COVID-19 on the economy. Outsiders might think that the wealth management industry, after a ten-year bull market, should be in good shape to weather the storm. But this is not what we find.
how-should-financial-institutions-navigate-the-covid-19-crisis-rect-tcm9-240816.jpg

How Should Financial Institutions Navigate the COVID-19 Crisis?

The COVID-19 crisis has prompted companies in virtually all industries to seek an optimal way to navigate their way through. Financial institutions, in particular, need a strategy to help maximize their level of resiliency and prepare for any macroeconomic and financial scenario.
Windsurfer on yellow and white board flying up and over an ocean wave

Outperform—Beat the Average: Key Levers for Top Performers in Wealth Management

This paper aims to understand what differentiates top-performing wealth managers from the average and identify the key strategic levers wealth managers can use to stand out from the crowd.
Głęboka wiedza specjalistyczna, szerokie doświadczenie