2022年全球財(cái)富報(bào)

StandingStillByAnnaZakrzewski,BrunoBacchetti,KajBurchardi,DeanFrankle,AndrewHardie,MichaelKahlich,DanielKessler,StephanKnobel,SumitKumar,HansMontgomery,EdoardoPalAkinSoysal,JhunBoonTan,andTjunTang3WAUTO”關(guān)注！回復(fù)關(guān)鍵詞【進(jìn)群】，加入3WAUTO汽車(chē)干貨分享群ContinuesDespiteCrisesPersonalizationatScaleAnnaZakrzewski12-AlbertEinstein’sthirdruleofworkWealthCreationContinuesDespiteCrises3Exhibit1–AbsoluteFinancialWealthanAbsolute?in?nancialwealth,2020–2021($trilliAsiaAsiaJapan?BaseCase.Inthisscenario,RussiahaltsitsinvasioBOSTONCONSULTINGGROUP45basebaseAmericabasebaseAmericabasebasebaseWesternEasternEastbaseEastbasebasebaseJapanJapan)LatinAmericabasebasebaseBOSTONCONSULTINGGROUP6?nancialcenter 1346578?nancialcenter 1346578Exhibit3–GlobalCross-BorderFinancialCentersUK22CAGRTopsourceofcross-borderwealth7$trillionsNominalwealthgrowthrateefectrateefectBOSTONCONSULTINGGROUP898Market:8Market:63CAGRfasterTraditionalandresponsibleinvestingBOSTONCONSULTINGGROUP1000MarketingandMarketingandpreparationFinalize,agree,Finalize,agree,andimplementStartwithclient-ledstrategy,andidentify.NarrowSustainableInvesting.ThisapproachusesUsenet-zerogoalstoshapeEquipclientadvisorswiththenecessarytrainingandBOSTONCONSULTINGGROUP12MoreinfoIncludeinportfolioMoreinfoIncludeinportfolioMoreinfoIncludeinportfolioMoreinfoIncludeinportfolioIncludeinportfolioMoreinfoThematicthemes:MoreinfoSeemoreoptionsMoreinfoGiventhespeedwithwhichclientsareembracingnet-zeroandtheurgencyofclimatetransition,efforts,takingquickerandmoredecisiveactiontoupgradetheirofferingandsExhibit6–ClientToolEnablersCanAddressPreferenceSelection,PortfolioReporting,andEducation13Isthe$1Trillion1.ThemarketcapitalizationofcryptocurrenciesreflectsthetotalpriceofvirtualcurrenciesasofMay2022bythetotalnumarket,withthenumberscollectedandcalculatedbyStat15CryptoIsGainingCurrencytraditionalwealthmanagementchannRetailA?uents5567Wealthmanagementor(e.g.,Kristal.ai,WeaTraditionalwealthmanagerstrilliontrillionEstimatedsizeofcryptowealthwealthmanagersBOSTONCONSULTINGGROUP16((CoinsAreJusttheStart21317Crypto’sAudienceIsYoung,Wealthy,andGloballyDiverseMarketPermissionIsHighWhethertoPlayWhattoPlayBOSTONCONSULTINGGROUP18Exhibit9–WealthManagersCanOfferCryptoServicesinDifferLevelsofComplexityLevelofExample19Exhibit10–RegulatoryConsiderationsSetConstraintsJapan?Starto?eringswithregulatorycla?Exploretie-inswithlicensHowtoPlayCryptoinvestinghasthepotentialtobeamajorwealthmakingopportunityforWButleadersneedtoassesstheopportunitysystematically,determinewhetherthetimeisrighttoinvestinthisspace,andidentifythebestwaystostructuretheirapproach.BOSTONCONSULTINGGROUP20PersonalizationatScale21PrioritizeCapabilitiesThatRecurAcrossJourneysExhibit11–SomeHigh-ValuePersonalizationElementsCutAcrossMultipleClientJourneysBOSTONCONSULTINGGROUP22.....................Exhibit12–LeadersAlignPersonalizationThemesandObjectiveswithValue......23Personalizationwillplayakeyroleindeterminingfuturewealthmanagementreturns.Clientsexpectit.Otherindustrieshavesetthebar.Andretailbanksandothershaveshownthatitcansucceedinfinancialservices.Byfollowingtheabovesteps,marshalingtherightdata,andhumaninterventiontodeliverindividualizedserviceatscale.BOSTONCONSULTINGGROUP2425Exhibit13–DigitalWealthManagersOutperformTraditionalWealthManagersinMultiTraditionalwealthmanagersCustomizableDiscretionaryMandates.Inthepast,AccesstoaWiderArrayofInvestmentOpportunities.BOSTONCONSULTINGGROUP26EMEAHybridModelsThatBrindifferently.(SeeExhibit127MarketingRMteamSalesDigitalmarketingteamMarketingRMteamSalesDigitalmarketingteamteamRMteamEvaluationPurchaseExhibit15–DigitalWealthManagersReinventtheSalesFunnelTraditionalsalesfunnelMarketing?PrimarilyvianontargetedTV,ads,etc.Sales?CustomereducationAwarenessAwarenessInterestResearch?Client’sadvisorprovidesinformation,in?uencesproductevaluation,closessaleAUMgrowthAwarenessAwareness ClientconversionAUMgrowthAUMgrowthMarketingtargetedsolutions?PersonalizedvaluepropositionSalesandconversion?E?cient,scoring-basedleadconversion?Analytics-drivensalesandcustomerengagementRelationshipmanagement?Analytics-drivensalesandcustomerengagementSource:BCGanalysis.Note:RM=relationshipmanagement.Redesignacquisitionandadvicemodels.AlIncreasetherateofproductBOSTONCONSULTINGGROUP28clientexperienceRedesignacquisitionandadvicemodelsIncreaseclientexperienceRedesignacquisitionandadvicemodelsIncreasetherateSecuretherightdigitaltalentDeterminewhich1122334455DeterminewhichinorganicmovTraditionalWMshaveknownforyearsthattheyneedtoacceleratethepaceoftheirowndigitization.NowtheyhaveadditionalincentivDigitalWMsareoutperformingtheminmarkets,out-innovatingtheminclientservice,andoutclassingthemincoreoperatemulatethepracticesofthesedigitalleaders.29BOSTONCONSULTINGGROUP3031BOSTONCONSULTINGGROUP32.“MarketSizing:WealthContinuesDespiteCrises”:.“Isthe$1Trillion(andCounting)Cry.“TheSecrettoEffectivePersonalizationatScale”:.“DigitizationIsthePathtoValueCreation”: