The Orbium Wealth Management C-level survey offers an insider’s view of the current and future look of the wealth management industry in Europe and Asia. Respondents were C-level executives from nearly 50 leading private banking and wealth management firms who together manage private wealth assets of more than $2.5 trillion. The survey findings highlight the key opportunities and challenges identified by C-level executives and reveal their views on how to succeed in an uncertain and fast-changing environment. It also provides insights into the key gaps, blind spots and game-changers affecting their efforts.
Orbium’s C-level Business Assessment Tool is a unique tool that allows firms to quickly assess and map key aspects of their current business, including technology, skills, client-base needs, costs and revenues against what they need for where they want to be. The result is an accurate picture that highlights gaps and pinpoints mismatches between the reality and goals, resources and needs.
Developed from data collected during a survey of nearly 50 leading global wealth managers, it also offers objective benchmarking against industry peers and trends, allowing firms to assess their strategy and model against the competition and the market.
Taking less than 20 minutes to complete, the tool offers a granular level of intelligence that helps firms tailor their business models for success.
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