6 Feb 2024

 

Avaloq wealth industry survey

The view from the front and investment office

What are the challenges and opportunities facing the wealth management industry today? Based on a survey of 200 industry professionals across six key markets, the Avaloq wealth industry report blends original research findings with insightful perspectives from experts at BlackRock, Accenture, Synpulse, Datos Insights and Avaloq.  

Learn more about:

  • What hampers the work of relationship managers, advisers and portfolio managers
  • Where industry professionals see areas for improvement
  • Why simplifying and automating processes along the entire client lifecycle is key
  • How a technology orchestrator can take the pain out of recalibrating your business

 

Key findings

  • 77%

    regard simplifying or automating the onboarding process as a major improvement

  • 66%

    would consider enhanced data visualization as a major improvement

  • 50%

    use four to six technology systems or applications to conduct their daily work

About the report

The report is based on the findings from Avaloq's 2023 wealth industry survey. The survey was conducted in February and March 2023 among 200 industry professionals, including relationship managers, investment advisers and portfolio managers, based in Germany, Switzerland, the United Kingdom, Singapore, Hong Kong and Japan. 

Screening criteria included a minimum of five years' industry experience and being in full-time employment at a private bank, family office or wealth manager with assets under management of USD 5 billion or more. 

The report is split into five sections, with each section shining a light on a topic along the wealth management journey, highlighting key findings from the survey and offering insights from the wider Avaloq community. 

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“Emphasizing capabilities over products, moving beyond cost-cutting to improving client experience and taking a hard look at data strategy are all crucial moves toward a future-ready organization.”

Stefan Beglinger, Managing Director, Lead Wealth Platform Services Switzerland, Accenture

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