29jan
CapGemini - Wealth mgt report

Capgemini : Trends in the Global Wealth Mgmt Industry 2012 Business and Client Perspective

La société de consulting CapGemini a publié un état des lieux de la gestion de fortune au travers d’un rapport de 16 pages.

Il est clair que l’évolution de la pression sur les marges de bénéfices ont fortement impacté la finance ces dernières années, sans parler des pressions réglementaires toujours plus présentes. Des opportunités s’ouvrent néanmoins comme par exemple auprès des HNWIs (High-net-worth individual) qui se regroupent dorénavant en Asie, une place devenue incontournable sur cet échiquier économique.

Ce rapport pointe également la technologie pourrait également être un facteur actif d’innovation grâce aux tablettes et autres équipements mobiles.

Having just begun to recover after the 2008 financial crisis, financial markets again faced setbacks in 2011 and 2012, further hindering recovery. Economic conditions, such as low growth rates, high levels of unemployment, rising government debt, low U.S. interest rates, the ongoing sovereign debt crisis in Europe, as well as volatile equity markets in developing markets, such as Asia-Pacific, were key culprits.

In addition to these external constraints, the global wealth management industry also faces industry-specific challenges: cost-to-income ratios have been steadily rising; a dearth of skilled advisors is negatively impacting wealth managers around the globe; and increased regulatory focus is increasing risks and costs. These factors are all impacting the ability of wealth managers to generate profits while matching the expectations of clients who are becoming risk-averse, more price-sensitive, and more engaged.

CapGemini - Wealth mgt report

Despite these challenges, there are opportunities for wealth management firms. This paper explores three key trends for wealth managers and uncovers ways to turn opportunities into new business.

via Trends in the Global Wealth Mgmt Industry 2012 Business and Client Perspective | Publications | Capgemini Worldwide.




A propos de Marc Barbezat

Touche-à-tout passionné, je suis un spécialiste de la sécurité de l'information et le créateur du site b3b, une cellule de veille explorant les innovations et les nouvelles tendances #sécurité #technologie #digital #mobile #FinTech