Publications
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The rise of technology has altered how we live and the speed with which we engage with one another. But how does this impact wealth management - a proposition predicated on personal service, where clients pay for solutions and advice tailored to their individual investment goals, day-to-day financial needs and attitudes to risk? PwC has surveyed over 1000 high net worth individuals and interviews with 100 client-facing relationship managers who work in wealth management firms to explore the digital opportunities that the industry is powerfully positioned to exploit.
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This is our seventh survey of family businesses globally and covers more companies, and more markets, than ever before. We spoke to almost 2,400 family firms, from entrepreneurial start-ups to companies that have survived for five generations or more. We spoke to family members who manage their firms, and CEOs who had been brought in from outside. And we spoke to those who plan to pass the running of the firm to the next generation, and to those who see their family's future as owners but not managers of the business they have built.
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This year's 20th Anniversary issue of PwC's Global Private Banking and Wealth Management Survey gathered insights and perspectives on critical aspects of the challenges confronting participants across all segments of global wealth management. 200 firms from 51 countries participated in English, French, German, Spanish, Portuguese, and Mandarin. Their combined responses yield a fascinating self portrait of global wealth management both now and into the coming years.
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