埃森哲：2025年亚洲财富管理的未来：前台范式重构研究报告（英文版）（61页）.pdf

1、The Future of Asia Wealth Management 2025 Front office reimaginedTo capture a multi-trillion dollar opportunity,firms need to reinvent how they engage,advise and scalestarting with the operating modelSummary 3About the research 5Foreword 7Introduction:Reinventing growth 9A market pivot:Why the 5Ps m

2、ust evolvenow 11Integration is the unlock:A new model for the next era 13The path forward 13Part 1:Building a high-performance wealth management operating model 14Beyond business as usual:Rethinking the target operating model 16Structuring experience and efficiency 18Reinventing the front and middle

3、 office for next-gen wealth management 21Accelerating performance:Turning the operating model into a growth engine 25Part 2:Deep dive:Brand and human advice models 26Sidebar:Global wealth front-office operating model trends inspiring Asian peers 35Part 3:From design to adoptionHow Asias leading weal

4、th firms are advancing front-office transformation 37Challenges slowing the pace of transformation 40 From design to delivery:What it takes to scale 44Sidebar:From pilot to performance The state of gen AI in Asia wealth management 46Acknowledgements 53The Advisory Board 54References 60ContentsThe Fu

5、ture of Asia Wealth Management 2025:Front office reimagined2Rethinking growth in Asias wealth sectorThe market,as measured by investible assets,is projected to reach US$363 trillion by 2026,according to our research based on a survey of more than 4,762 investors and 16 senior executives across 11 ke

6、y markets;yet most firms are only capturing a small share of this immense potential.Traditional approaches,such as incremental business unit expansion and hiring more relationship managers(RMs),deliver just 10%of possible revenue uplift.This report emphasizes that the real opportunity lies in bold t