Wealth Management

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Capturing Profitability in the Wealth Management Market.

In 2006, the financial wealth of High Net Worth Individuals (HNWIs) worldwide grew from U.S. $33.3 trillion in 2005 to U.S. $37.2 trillion in 2006, a growth rate of 11.4%. For the same period, we saw the total number of HNWIs increase 8.3%, from 8.7 million individuals in 2005 to 9.5 million in 2006 according to the 11th anniversary edition of the Merrill Lynch-Capgemini World Wealth Report.

As a result, competition among wealth advisory firms is fierce for finding ways to improve existing client relationships, provide new tools to increase advisor effectiveness, maximise technology investments, and control the cost of client-advisor interactions without jeopardising relationships.

We are witnessing the emergence of needs-based approaches to client service to provide the most adaptable wealth management service to the clients encompassing the full suite of products and services. Firms are adopting new client segmentation approaches using criteria beyond assets under management to achieve optimal product and service bundling. Advisor practice models and servicing approaches are being customised to optimise the lifetime value of advisor/client relationships, while advancements in wealth management advisor tools are leveraging sophisticated technology platforms which support delivery to ensure long-term relationships with HNW clients.

We have successfully partnered with leading firms in the wealth management industry including brokerage, banking, insurance and diversified financial institutions. To improve the quality of our solutions, accelerate time to market and reduce risk we draw on unparalleled resources including our Accelerated Delivery Centres (ADCs) and Accelerated Solutions Environments (ASEs) and comprehensive outsourcing options.

We collaborate with our clients to:

Capture Growth in the Wealth Management Market

We help clients to accelerate their strategies for growth in the wealth management market by optimising customer/market-facing initiatives and advisor/distribution channel-facing initiatives.

The World Wealth Report – Beyond the Headlines

Based on the Merrill Lynch-Capgemini World Wealth Report which represents over 20 years of collaborating to offer critical insights into the dynamic investment needs of HNWIs, we provide strategic planning workshops that leverage these insights to determine the most relevant impacts on our clients’ wealth management businesses.

Creating Best-of-Breed Advisor Workstations

Taking action to deliver superior customer experiences in a cost-effective manner, leading wealth management firms are improving their advisors’ efficiency by building integrated, end-to-end wealth management platforms. products, productivity tools, prescribed business processes and technology for their advisor forces.

Managing Complexities of Sophisticated High Net Worth Customers

We help clients address the demand of affluent clients at all wealth levels for increased levels of transparency and control over their financial affairs and minimised exposure to investment scandals and downside risk by encouraging collaboration.

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