The wealth management industry has arrived at an inflection point. While one group of players seems to be guarding the status quo, another group is seizing the moment. These proactive institutions are doing more than their competitors to raise their game in ways that will ensure profitability and market-leading positions over the next five years and beyond. In its fifteenth annual study of the global wealth-management industry, BCG addresses the current and future size of the market—notably the projection that the Asia-Pacific region (excluding Japan) will surpass North America as the wealthiest region in the world in 2016—and explores the keys to profitability on the basis of extensive benchmarking of global players. The report also examines the choices that institutions face regarding where to invest in their own businesses in order to achieve profitable growth and overall future excellence.

Contents

Introduction

Global Wealth Markets: The Growth Continues

Wealth Manager Benchmarking: Five Keys to Consistent Success

Investing for Excellence

Methodology

For Further Reading

Note to the Reader