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Squaring the Circle: improving the quality of service and cost-to-income ratio

Objectway + Compeer

Face-to-face interviews and questionnaires investigate the background of Wealth Management firms, the quality of service and how to improve profitability.

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.

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