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。
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。
零售银行必须围绕价值流走向数字化。大多数银行优先开展部分数字化举措，却没有在成本控制和风控上投入同等努力。如果不调整成本，银行数字化举措的变现就会举步维艰。本报告梳理了零售银行亟需着手开展的行动。
BCG长期对中国银行业市场进行深入研究，携手平安银行联合发布《中国开放银行白皮书2021》，旨在探讨秉承“银行即服务”的初心，应运而生的开放银行如何在中国助力商业银行拥抱数字化与生态伙伴合作共赢。
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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