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Published byEmil Burke Modified over 9 years ago
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How to interact with tomorrow’s investment clients Odyssey Perspective
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Agenda The industry- what is it? Current landscape Tomorrow- never comes? What do Clients want? How can Odyssey provide it?
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The Wealth & Asset Management Industry Key business characteristics by Market Segment Cascade effect: sophistication trend from right to left Private Wealth Wealth Management Professional clients Asset management HNWI/Private BankingMass Affluent/RetailInstitutional/Funds Mgr Low end client segmentMedium/High end client segmentRegulatory constraints Product standardisationAd’hoc portfolio managementGlobal Business Low sophisticationHigh sophisticationVery high sophistication High VolumesMedium VolumesLow Volumes Ease of useEnd Client Services“Excel” minded Basic productsWide spread of InstrumentsSophisticated Instruments DomesticOff-shore & DomesticShorter time scale to act Sales orientated Globalisation of the markets Implementation of Hubs Cross border clients Need for an effective global STP Risk Management is crucial Incresed regulatory scrunity Client centric services Asset centric services Multi-asset portfolios and strategy based management More complex portfolios holding more complex assets Proliferation of model portfolios Issues in getting the business to scale Shared characteristics
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Change Forces Wealth Management Industry Legal Regulatory Frame Market Clients Products and Services Globalization MIFID/Reg NMS Anti Money Laundering EU Savings Tax Qualified Intermediaries Basle II Declining loyalty Increased client expectations Limited error tolerance More demanding clients paying reducing fees Risk Management Importance of product innovation Open architecture to select “best-of- breed” products Stringent customer segmentation as key for success Shorter window for new products Strong international competition Emerging markets Global Risk One brand approach Cross border clients Consolidation of the banking sector WM divisions forming again Drive on costs More competition drives differentiation The Wealth & Asset Management industry The challenging Wealth environment
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How will the Market change going forward? Sophistication of supply and demand will increase Clients require a view into disparate systems – Derivatives, Equities, Bank Accounts Clients require greater analysis on the current data- Attribution, Benchmarking Compliance and regulation will increase The regulation dictates many more processes Could be used as a competitive advantage? Globalisation & Standardisation Standardised approach to reports and interaction
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Servicing Client Expectations – What do Private wealth managers want? Comprehensive Personalized Accessible Mass rebalancing of portfolios to models and benchmarks Ability to incorporate all instrument types- technically and in a business sense KYC & MiFID drive suitability engines and traceability Need to incorporate personal constraints to be able to personalise the service and investments Reporting across the whole picture Web access is key at the mass affluent end Graphical output Real time Ease of use in front of clients
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Private Wealth Wealth Management Professional clients Asset management UHNWI – HNWI Private Banking Mass AffluentInstitutional Fund Configured Solution based on Configured Solution based on Configured Solution based on Odyssey Wealth & Asset Management Products A Consistent, Performant Delivery Platform CRM Investment Advisory Portfolio Management Compliance Risk Enterprise Data Management SOA Client-centric services Asset-centric services Client-centric services Reporting & MIS Composite Application Framework Configuration Studio Data Integration Framework
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