Asset and wealth management services

Raise expectations. Move confidently. Outpace change.

Reshaped by new market forces like ESG, shifting workforce trends, the data and analytics imperative, and continued operating model pressure, the asset management landscape is changing like never before. Where large-scale transformation used to feel impossible, there is a newfound realization for what can be achieved.

At PwC, we're investing in solutions that will help businesses solve more, solve faster and realize more value. With all of the complexities in both society and the world of work, we choose to approach challenges from different angles with fresh perspectives. By harnessing the power of human ingenuity and passion, combined with the latest technologies, we continue to create solutions that build trust for today and tomorrow.

For decades, asset and wealth management clients have worked with PwC to design what’s next: what’s next for their businesses, what’s next for their people, what’s next in the world. In an ever-changing business landscape, you need to be smarter, more agile and more innovative to succeed. We leverage our industry knowledge, our experience and our technology to find solutions that keep moving you forward and creating sustained outcomes for your business. The result? Your future, reimagined with bold thinking and the right strategies to help you chart your course.

Asset and wealth management sector trends

Pressure on performance and profitability

With muted active returns, increased transparency and ease of access to the market, the asset and wealth management industry is experiencing fee pressure and changing investor preferences, leaving firms searching for ways to transform and improve performance while also cutting costs.

Transforming the business model

  • Rising concentration

Asset and wealth managers are making a host of deliberate and aggressive strategic decisions to succeed in the face of today’s challenges, including making acquisitions and adding new product capabilities to increase scale. 

  • Value propositions matter

Value-for-money demands are upending the economics of the industry, which has seen asset-weighted mutual fund and ETF fees fall in recent years, driven by investors switching to lower-cost products.

Transforming through technology

Asset and wealth managers are investing in digital platforms to enhance the client online experience by improving client access to products and supporting the administration of investment vehicles.

The battle for talent

Firms are adapting their corporate culture to attract tech-savvy talent while upskilling and retaining current talent to address the industry’s ongoing staffing challenges.

Rise of digital assets

With the maturation of exchanges and custody, the avenues for obtaining and holding digital assets are becoming more secure and offer a simplified approach. As a sign of its growing popularity, regulators have an increased focus in this area, and firms and their service providers are embedding digital assets into their strategies.

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