安永：2023年全球财富管理研究报告（中译版）（46页）.pdf

1、When volatility causes complexity,how can wealth managers create opportunity?2023 EY Global Wealth Management Research ReportSetting the scene 041 Navigating complexity 122 Empowering clients 203 Delivering value 31Conclusion 42Methodology 44Key contacts 45Contents Welcome32023 EY Global Wealth Mana

2、gement Research ReportAmericasAsia-PacificEMEIAGlobalWealth managers like their clients are facing a complex and uncertain world.Economic and geopolitical instability is heightened,investment strategies are evolving at pace and industry practices are being rapidly transformed by technology.The resea

3、rch shows that volatility and complexity are having a profound impact on investors needs and behaviors.Clients of all types are seeking out additional advice and investment strategies.Theyre hungry for support and expertise and are increasingly willing to work with new providers.Engagement preferenc

4、es,influenced by the pandemic and social media,are changing too.There is much greater appetite than before for virtual interactions such as video calls.The rapid pace of innovation is creating opportunities to prioritize hybrid models,introducing new collaborative features that will help to educate

5、clients and involve them in the management of their own wealth.These trends are particularly marked in fast-growing regions and,above all,among younger investors.Millennials and those expecting to inherit wealth feel a greater sense of uncertainty,have an above-average appetite for advice and educat

6、ion,and show heightened willingness to try new ideas and to switch providers.Gurdeep Batra EY Americas Wealth&Asset Management Consulting LeaderSinisa BabcicEY Americas Wealth Management Business Consulting LeaderMark WightmanEY Asia-Pacific Wealth&Asset Management Consulting LeaderValerie NottPartn