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《bcg《2017全球财富报告》（英文）-38页》由会员上传分享，免费在线阅读，更多相关内容在行业资料-天天文库。
1、GlobalWealth2017TransformingtheClientExperienceGlobalWealth2017TRANSFORMINGTHECLIENTEXPERIENCEBRENTBEARDSLEYBRUCEHOLLEYMARIAMJAAFARDANIELKESSLERFEDERICOMUXIMATTHIASNAUMANNJÜRGENROGGTJUNTANGANDRÉXAVIERANNAZAKRZEWSKIJune2017
2、TheBostonConsultingGroup每日免费获取报告1、每日微信群内分享5+最新重磅报告；2、每日分享当日华尔街日报、金融时报；3、每
3、周分享经济学人4、每月汇总500+份当月重磅报告（增值服务）扫一扫二维码关注公号回复：研究报告加入“起点财经”微信群。CONTENTS3INTRODUCTION5GLOBALWEALTHMARKETS:MODESTGROWTHCONTINUESHighlightsbyRegionTheOffshorePerspective16ANINFLECTIONPOINTFORWEALTHMANAGERSReducingCosts,IncreasingInvestmentsPlayersAreStartingtoActMaximizingFocusandAgility25DIGITALINWEAL
4、THMANAGEMENT:TIMETOGETITRIGHTClientJourneys2.0:SeizingtheOpportunitiesTheMomentforChangeIsNowWhatItTakestoSucceed32FORFURTHERREADING33NOTETOTHEREADER2
5、TransformingtheClientExperienceINTRODUCTIONTheoverallgrowthofglobalprivatewealthpickedupmomen-tumin2016,allowingforagooddealofregionalvariation.A
6、llregionsexperiencedpositivegrowth,withNorthAmerica,WesternEurope,LatinAmerica,andtheMiddleEastandAfricapostingstrongerexpansionthaninthepreviousyear,andAsia-Pacific,EasternEurope,andJapangrowingatslowerrates.Asia-Pacificwasnonethe-lessthemostrobustregion,achievinganincreasethatwasjustshyofdoubl
7、edigits.Weexpectsizablegrowthtocontinue.Thisreport,TheBostonConsultingGroup’s17thannualanalysisoftheglobalwealthmanagementindustry,includestwotopicsthatwereexamineeveryyear—theglobalmarket-sizingreviewandthewealthmanagerbenchmarkingstudy—aswellasaspecialchapterabouttheimpactofdigitaltechnologyon
8、theindustry.Themarket-sizingchapteroutlinestheevolutionofprivatewealthfrombothglobalandregionalperspectives,includingviewpointsondifferentclientsegmentsandoffshorecenters,andtakesafreshlookatprivate-bankingrevenuepools.Thebenchmarkinganalysisstemsfromasurveyofmorethan125wealthmanagersandinvolves
9、morethan1,000performanceindicatorsrelatedtogrowth,financialperfor-mance,operatingmodels,salesexcellence,employeeefficiency,clientsegments,products,andtrendsindifferentmarkets.Inourbenchmarking,wefocusedonissuessurroundingthe
