Firms were most frequently aiming to grow assets under management by up to 15% on an annual basis over the next three years, which could mean a doubling of assets over 5 years. The vast majority of firms believed themselves to be in a position to achieve this growth without negatively affecting profit margins.
Squaring the Circle: improving the quality of service and cost-to-income ratio
Face-to-face interviews and questionnaires investigate the background of Wealth Management firms, the quality of service and how to improve profitability.