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The Wealth management industry is facing new and innumerable challenges today with many a problem to solve in order to make the players relevant and achieve a viable business model to retain existing clients as well as acquiring new clients. The industry has not witnessed many changes for many years with functions such as Private banking working on a standard operating model for nearly 100-150 years and much longer in Switzerland. The recent spate of changes that has brought about the need for firms to radically transform themselves have occurred in the last 5-10 years. As a result, there is considerable pressure on the top line for these firms, margins are getting stressed and profits are getting squeezed like never before.

This whitepaper deal with the challenges and opportunities in the wealth management industry.