06 Feb 24
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
77%
regard simplifying or automating the onboarding process as a major improvement
66%
would consider enhanced data visualization as a major improvement
50%
work with 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.
Explore more insights
Gain valuable perspectives from the front and middle office to navigate the evolving wealth management landscape. Download the Avaloq wealth industry survey now.
Learn more
“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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