Reinvention strategies so you can lead in a dynamic market
Asset and wealth management
The industry is shifting—fast. Customer expectations are evolving. Ecosystem-driven models are eliminating intermediaries. AI and blockchain are rewriting the rules. Traditional asset and wealth management structures won’t hold. Firms must rethink, restructure and reimagine to stay competitive.
Today, resilience isn’t enough. Reinvention is key. Break from incremental change and embrace full-scale transformation by adopting intelligent, integrated ecosystems. Leverage alliances and embed digital-first, data-led strategies. Tomorrow’s asset and wealth management leaders won’t be adapting to change––they’ll be driving it.
How we can help
We go beyond advice by executing alongside you. Our deep industry expertise, advanced technology and strategic relationships drive transformation. From AI-powered personalisation to business model reinvention, we help firms unlock sustainable growth, streamline operations and build trust in a changing world.
- Business model reinvention
- Data-led personalisation
- Managed Services
- Sustainability
Business model reinvention
AI redefines. Digital ecosystems transform. Customer needs evolve. Your business model must do the same. Now is your moment to rethink your offerings, reevaluate pricing and rebuild operating models that outpace competition.
Our research reveals that 73% of firms say AI will be the most transformative technology in the next three years, yet 68% allocate less than a sixth of their investment budget to it. There’s ambition—but execution is falling behind.
We help you bridge the gap. Integrate AI, modernise platforms and leverage M&A. We accelerate your transformation from strategy to reality.
Data-led personalisation
Clients expect more: Seamless digital experiences. Personalised insights. Instant access to investment intelligence. Firms that embed AI and advanced analytics into their models will set the standard for next-generation asset and wealth management.
We help you harness AI-driven personalisation, transforming data into deeper relationships and trust. Your data becomes your advantage: predictive insights, interactive visualisations and smarter client-focused strategies that competitors can’t easily replicate.
Managed Services
Complexity is rising. Talent gaps are widening. Cost pressures are mounting. And operating models built for yesterday are slowing firms down. Managed Services has moved from back-office cost control to a strategic enabler—freeing up capacity, embedding resilience and unlocking agility.
Asset and wealth managers are rethinking how core functions are delivered. From financial reporting and regulatory compliance to middle office and data operations, there’s growing urgency to modernise. Yet many firms remain tied to legacy systems and manual processes—straining resources and limiting scale.
We help you break that cycle. Combining deep asset and wealth management expertise with leading technology, we leverage automation, generative AI and advanced analytics to streamline operations, reduce inefficiencies and deliver actionable insight. Our embedded teams work as an extension of yours, with a flexible, scalable model that evolves with your needs. The result? A future-ready platform that enables you to be compliant, competitive and focused on what matters most: growth and clients.
Sustainability
Sustainability isn’t just about compliance—it’s about competitive advantage. Two-thirds of investors prioritise sustainability in decision-making, yet firms struggle to turn regulation into opportunity.
We help you embed sustainability into your investment strategies. So your reporting transforms from regulatory burden to market differentiator.
Disclosure requirements. Regulatory risks. Stakeholder expectations. We help make sustainability your source of resilience, client trust and market leadership.
Explore the domains of growth
Industries are reshaping around fundamental human needs, creating value through collaboration across interconnected domains that now replace traditional value chains.
Explore the domains relevant to your sector.
Industry Edge
Stay ahead with sector-specific business models, AI, data and ecosystem partnerships. Gain insights, adopt new strategies and drive transformation.
Contact us
Albertha Charles
Asset and Wealth Management Leader, Financial Services Partner, PwC United Kingdom
Tel: +44 (0) 7803 234274
Andrew O’Callaghan
Global Asset & Wealth Management Advisory Leader, Partner, PwC Ireland (Republic of)
Tel: +353 1 792 6247
Steven Libby
EMEA Asset and Wealth Management Leader, Partner, PwC Luxembourg
Tel: +352 49 48 48 2116
Allison Rosier
Global Asset and Wealth Management Tax Leader, Partner, PwC United States
Tel: +1 (646) 465 0474