波士顿：2020年全球财富报告( 36 页)

Global Wealth 2020—20th Edition

The Future of Wealth Management—A CEO Agenda

Contents

02 Preface

04 Looking Back over 20 Years and Ahead to the Future

• Wealth Growth Has Proved Its Resilience in Weathering Crises

• Economic Growth Has Put More Wealth in More Hands

• Recovery from COVID-19 Will Define Growth in the Years Ahead

• Growth Markets Will Outpace Mature Markets

• Cross-Border Wealth Patterns Will Continue to Change

12 The Next 20 Years of Wealth Management

• Tomorrow’s Clients Will Want More from Wealth

• Wealth Management Must Rise to the Challenge

• The Provider Landscape Will Remake Itself

• Models Will Vary, but All Will Involve Ecosystems

20 The Wealth Management CEO Agenda

• Protect the Bottom Line

• Win the Future

• Build Capabilities

27 About Our Methodology

30 For Further Reading

31 About the Authors

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