📊 𝗪𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀 𝗲𝗻𝘁𝗲𝗿𝗲𝗱 𝟮𝟬𝟮𝟲 𝗼𝗻 𝗳𝗶𝗿𝗺𝗲𝗿 𝗳𝗼𝗼𝘁𝗶𝗻𝗴, 𝗯𝘂𝘁 𝘁𝗵𝗲 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗴𝗮𝗽 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗳𝗶𝗿𝗺𝘀 𝗶𝘀 𝘄𝗶𝗱𝗲𝗻𝗶𝗻𝗴.
Our latest whitepaper, “𝘞𝘦𝘢𝘭𝘵𝘩 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘜𝘱𝘥𝘢𝘵𝘦: 𝘊𝘰𝘮𝘱𝘦𝘵𝘪𝘯𝘨 𝘜𝘯𝘥𝘦𝘳 𝘕𝘦𝘸 𝘙𝘶𝘭𝘦𝘴,” examines the factors widening that gap, from regional mix and cost-to-serve to operating model choices.
𝗞𝗲𝘆 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀:
🌏 Growth diverged by region in 2025: APAC and Americas wealth managers led, while EMEA firms faced slower AUM growth and pricing pressure.
🤖 Technology spending has risen materially since 2020 as firms modernize infrastructure and scale AI investment.
🏦 Larger wealth managers sustained higher margins, even as smaller firms posted stronger net new asset growth.
👉 Read the full whitepaper here
To explore how BCG Expand helps wealth managers close performance gaps and scale efficiently, connect with Youssef Intabli Grace Miu, CFA Nisha Mittal
