In our latest whitepaper, “Wealth Management Update 2026: Competing Under New Rules”, we highlight a clear split in wealth management performance between profitability and growth.
Key insights:
- Larger wealth managers deliver significantly higher margins (27 bps vs. 7 bps for smaller firms), benefiting from scale and operating leverage.
- Smaller firms are capturing stronger net new asset growth (9% vs. 4% for larger firms).
- The opportunity for the industry is clear: combining the profitability of scale with the growth momentum of more agile players.
👉 Download the full whitepaper
If you would like to know how BCG Expand helps wealth managers close performance gaps and scale efficiently, connect with Youssef Intabli, Grace Miu, CFA, or Nisha Mittal.