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Orbium's Wealth Management C-Level Survey

Insight summary report, “Private Banking and Wealth Management 4.0”

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by Orbium
| 06/07/2018 13:37:06

The Private Banking and Wealth Management industry is under siege, yet optimism reigns

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.

Data collection for the survey took place between September and December 2017. 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 gamechangers affecting their efforts.

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