Rebooting Wealth Management


Over the next 50 years, more than $41 trillion in assets will move in the ‘great generational wealth transfer’, and financial advisors will be called upon to guide the family fortunes inherited by the next generation of investors. However, this new generation of heirs are turning their backs on traditional wealth management organisations, seeking guidance from an emerging group of dynamic wealth advisors who not only take the time to understand their clients’ unique needs, but can tap into the demand for digital-friendly interactions via social media, online portals, or mobile device platforms.

Featuring expert analysis from PwC, this white paper explores the disruptive shifts occurring within the wealth management sector, and strategies to help traditional financial advisory organisations develop a customer-centric model that can better serve their clients.