Traditional vs Digital Wealth Managers
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Traditional vs Digital Wealth Managers: Sales Funnel

Traditional vs Digital Wealth Managers

 

Digital Wealth Managers command a significant market premium 

  • Valuation multiples, based on price over AUM, are 6x / 7x higher than traditional Wealth Management
  • Customizable Discretionary Mandates 
  • Access to a Wider Array of Investment Opportunities (Private equity, private debt and pre-IPO participation)
  • Hybrid Models That Bring the Best of Digital and Human Advice 
  • A New Approach to Client Acquisition 
  • Almost Zero Operations

 

Boston Consulting Group (BCG) has released the Global Wealth Report 2022, with global financial wealth & real asset growing to $530 trillion in 2021 (2020 to 2021: +10.6%, + $26 trillion). View: Report 


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