凯捷:2020年世界财富报告( 英文 40 页)

---

Contents

Preface 3

Executive summary 4

Wealth managers must navigate an uncharted, post-pandemic world without a playbook 6

- Amid hyper-connectivity and economic and market ambiguity, unusual financial

trends are emerging 6

- North America and Europe surpassed Asia-Pacific to lead global performance in

population and wealth growth 7

- While the populations of higher wealth bands grew the most in 2019, wealth itself

was constrained 9

Hyper-personalize to meet client expectations and capture future growth segments 11

- 2020 volatility may drive asset adjustments as well as higher client expectations

regarding value justification for advisory fees 11

- As firms look to bolster revenues amid uncertainty, sustainable investing and

value-added services are the way forward 13

- Hyper-personalized offerings can address varied HNWI expectations and lock

in firms’ future growth during uncertainty 16

Safeguard profits with a focus on critical touchpoints and operating model optimization 18

- Wealth management Achilles’ heel: A lack of personalized information and services

along the client journey 20

- Technology can enhance client engagement and distribution channels to boost

growth, revenue opportunities 25

- A smooth transition to Open X is essential as firms prioritize acquisition, advisory,

and value-added services 28

Turning challenges to opportunities 32

Partner with Capgemini 33

Methodology 34

Ask the experts 36

Key contacts 37

About us 39