Trends in advisory services on the Swiss wealth management sector

Abstract

The Swiss wealth management sector presents very traditional ways of handling its daily business. Although this traditionality brings many good aspects for the industry, it can also be a barrier for the adoption of changes and disruptive trends. For this reason, knowing where to focus their innovative efforts became crucial to the financial institutions, and a deep understanding of the clients and the new trends on this sector appeared to be fundamental. Therefore, this work has focused on finding how the financial institutions can better react to trends such as digitalization, price sensitivity and market transparency, offering the best services to each different clients’ needs.