奥纬咨询（Oliver Wyman）：2020年疫情后全球财富管理报告（英文版）（39页）.pdf

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1、BLUEPAPER M Wealth Management | Global After the Storm Oliver Wyman is a global leader in management consulting. For more information, visit . Oliver Wyman is not authorized or regulated by the PRA or the FCA and is not providing investment advice. Oliver Wyman authors are not research analysts and

2、are neither FCA nor FINRA registered. Oliver Wyman authors have only contributed their expertise on business strategy within the report. Oliver Wymans views are clearly delineated. The securities and valuation sections of this report are the work of Morgan Stanley only and not Oliver Wyman. For disc

3、losures specifically pertaining to Oliver Wyman, please see the Disclosure Section located at the end of this report. Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest t

4、hat could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision. Covid 19 has permanently changed the way Wealth Managers deliver advice and serve their clients. To drive outperformance over th

5、e next 5+ years, firms should double down on technology investments, strategically cut costs, build differentiated product offerings and consider inorganic opportunities. BLUEPAPER M Authors OLIVER WYMAN Kai Upadek PARTNER +44 20 7852 7657 Kai.U Christian Edelmann PARTNER +44 20 7852 7557 Christian.

6、E Bradley Kellum PARTNER +1 646 364 8425 Bradley.K Lian Zerafa PARTNER +1 416 433 4976 Lian.Z Julian Gorski +1 212 345 2062 Julian.G Joao Miguel Rodrigues +49 30 3999 4558 JoaoMiguel.R Philip Schroeder +44 20 7852 7428 Philip.S MORGAN STANLEY Betsy L. Graseck, CFA1 EQUITY ANALYST +1 212 761 8473 Bet