| Publication type: | Contribution to magazine or newspaper |
| Title: | Wealth management trends |
| Authors: | Lagassé, Jean-François Künzle, Christoph |
| et. al: | No |
| Published in: | Art & Finance Report 2023 |
| Page(s): | 124 |
| Pages to: | 133 |
| Issue Date: | Dec-2023 |
| Publisher / Ed. Institution: | Deloitte |
| Language: | English |
| Subject (DDC): | 332: Financial economics |
| Abstract: | The global wealth management industry may have come to a critical juncture. Heightened geopolitical tensions, the war in Ukraine, stubborn inflation and a looming global recession could put increasing pressure on wealth management firms, as lower assets under management (AUM) and lower levels of growth strain profitability. At the same time, competitive pressures are intensifying, and client preferences continue to shift rapidly toward new products and services (e.g., access to private markets), relevant personalized advice, and a seamless omnichannel experience. |
| URI: | https://www2.deloitte.com/content/dam/Deloitte/ch/Documents/privatemarket/art-finance-report-2023.pdf https://digitalcollection.zhaw.ch/handle/11475/30375 |
| Fulltext version: | Published version |
| License (according to publishing contract): | Licence according to publishing contract |
| Departement: | School of Management and Law |
| Organisational Unit: | Institute of Wealth & Asset Management (IWA) |
| Appears in collections: | Publikationen School of Management and Law |
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Lagassé, J.-F., & Künzle, C. (2023). Wealth management trends. Art & Finance Report 2023, 124–133. https://www2.deloitte.com/content/dam/Deloitte/ch/Documents/privatemarket/art-finance-report-2023.pdf
Lagassé, J.-F. and Künzle, C. (2023) ‘Wealth management trends’, Art & Finance Report 2023, pp. 124–133. Available at: https://www2.deloitte.com/content/dam/Deloitte/ch/Documents/privatemarket/art-finance-report-2023.pdf.
J.-F. Lagassé and C. Künzle, “Wealth management trends,” Art & Finance Report 2023, pp. 124–133, Dec. 2023, [Online]. Available: https://www2.deloitte.com/content/dam/Deloitte/ch/Documents/privatemarket/art-finance-report-2023.pdf
LAGASSÉ, Jean-François und Christoph KÜNZLE, 2023. Wealth management trends. Art & Finance Report 2023 [online]. Dezember 2023. S. 124–133. Verfügbar unter: https://www2.deloitte.com/content/dam/Deloitte/ch/Documents/privatemarket/art-finance-report-2023.pdf
Lagassé, Jean-François, and Christoph Künzle. 2023. “Wealth Management Trends.” Art & Finance Report 2023, December, 124–33. https://www2.deloitte.com/content/dam/Deloitte/ch/Documents/privatemarket/art-finance-report-2023.pdf.
Lagassé, Jean-François, and Christoph Künzle. “Wealth Management Trends.” Art & Finance Report 2023, Dec. 2023, pp. 124–33, https://www2.deloitte.com/content/dam/Deloitte/ch/Documents/privatemarket/art-finance-report-2023.pdf.
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