Wealth and asset managers are looking for ways to accelerate their digital transformations, bring more of what advisors and end-investors want to the table, and bolster assets under management – all in the most-cost efficient way.

FNZ partnered with BCG to uncover insights from illustrative case data and research from over 33 major asset managers and 20 major wealth managers across Europe and North America. Our work also draws on additional data sets from Asia Pacific, the Middle East and Africa.

Scalable tech and operations in wealth and asset management: An FNZ and BCG report

Wealth and asset managers are eager to serve end-investors with personalized wealth solutions at scale.

  • BCG data shows technology spend in the wealth management sector is increasing with development costs rising 25% and infrastructure costs increasing by 19%, but efficiency and profitability are falling with return on assets declining by 3%.

  • But wealth and asset managers who partner with end-to-end wealth platforms, as an alternative to traditional approaches, are achieving up to 30% operating cost savings.

  • Analysis shows that moving to a high-scale operating model results in increased speed-to-market, improved end-investor experience, and the ability to scale.


Bringing asset management closer to advisors and their clients is key to enabling personalization at scale. Katrina Sartorious, FNZ Managing Director Relationship Management UK, shares her perspectives on what is impacting wealth and asset management in her region.

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Personalization and instant gratification have become key differentiators. Joanna Tang FNZ Managing Director for South-East Asia shares her regional perspective and lessons learned from FNZ collaboration with BCG.

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