Joe Carrubba leads the Asset Management segment in North America for Boston Consulting Group, and is a core member of the Financial Institutions practice area. He advises clients on a variety of strategic, operational, and organizational issues within asset management, asset servicing, wealth management, and banking. Joe has led many large performance improvement programs for financial service players and is a BCG topic leader in asset management, asset servicing, and digital transformation. He is also a core member of BCG’s office of the CFO.

Prior to joining BCG, Joe worked at a leading asset manager.

AREAS OF EXPERTISE

EDUCATION

  • BA, Cum Laude, Harvard University

Publications and Videos

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2021年全球财富报告：客户至上，掘金三大财富管理客群

长久以来，财富行业一贯采用由内而外的业务运营模式，而现在这种局面亟待改变。未来五年前景光明，个人投资者和财富管理机构皆有望迎来一派欣欣向荣之景。然而，在衡量和把握机会的过程中需要从客户视角出发，想客户之所想，并开展与其匹配的全面商业模式转型。
Global Asset Management 2021

Global Asset Management 2021: The $100 Trillion Machine

In a uniquely tumultuous year, assets under management worldwide showed strong overall growth, passing a major milestone along the way.
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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.
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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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2020年全球财富报告—财富管理20年：洞见未来—财富管理机构的进阶之路

深入洞察过去20年全球和中国财富变化密码，放眼未来20年财管市场投资和职业发展的机遇。
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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.
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Global Asset Management 2020: Protect, Adapt, and Innovate

Alternatives continued to be one of the strongest-performing asset classes overall in 2019, but not all alternatives are created equal.
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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.
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How Global Asset Managers Can Step In as China Opens Up

Foreign asset managers may now expand into China, but they must tailor their strategy to the market’s unique characteristics.
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2019年全球资产管理报告：资产管理行业下一个十年，能否续写辉煌？

本报告是BCG第17份全球资产管理行业年度分析报告，发现资产管理行业将面临更大的市场波动、竞争和经济不确定性。随着数字技术逐渐成为焦点，新的机遇应运而生。资产管理机构今天做出的决策和打造的能力，将成为未来十年业绩的主要推动力。
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Global Asset Management 2019: Will These ’20s Roar?

After last year’s tumult, 2019 has brought a welcome turning of the page. Here’s what success will look like in the next decade.
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How Asset Managers Can Win in a Winner-Takes-All World

Having dealt with a tough 2018, asset managers still face an uncertain economic future. It’s time to fortify defenses and prepare for opportunities.
深入的专业知识、广泛的实际经验