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 our team.
