Webinar: The cost-to-income ratio conundrum. Do wealth managers have it under control?

With average cost-to-income ratios (CIR) at 70% and a wide variations ranging from 40% to 115% the race is on for wealth managers to find new revenue sources, and better control costs, in order to grow profit margins and remain competitive. In addition to CIR, Chief Executives are troubled by the threats to business continuity posed by COVID, the ever-increasing service expectations of clients, and how to keep their advisors happy.

In reality, how many wealth management CEOs have all of these factors under control? What are their challenges? And what are the successful minority doing to boost revenues and increase productivity, at a faster rate than their costs are rising?

In our recent webinar, these important topics were debated by Ian Woodhouse, Head of Strategy and Change at Orbium, Tara Palmer, Group COO at Kleinwort Hambros, David Pallister, Client Needs & Advice Journey Owner at Coutts and Gary Linieres, CEO at Wealth Dynamix.

Watch the replay below

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Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

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