The corona pandemic has further accelerated the transformation in the wealth management industry. At the same time, it has changed the views and needs of clients.
In a future characterized by transparency, comparability of offerings and new alternatives, the questions remain how clients choose their wealth management providers and, in a world of falling fees, how wealth managers can still make money.
We asked Urs Palmieri these and many other questions. Urs is a Partner at EY and the Leader for Wealth & Asset Management Consulting and Digital Transformation at the consulting firm. He is a proven expert and in our interview with him, we talk about challenges and opportunities in the industry.