Traditional vs Digital Wealth Managers: AUM Multiples
Digital Wealth Managers command a significant market premium
- Valuation multiples, based on price over AUM, are 6x / 7x higher than traditional Wealth Management
- Customizable Discretionary Mandates
- Access to a Wider Array of Investment Opportunities (Private equity, private debt and pre-IPO participation)
- Hybrid Models That Bring the Best of Digital and Human Advice
- A New Approach to Client Acquisition
- Almost Zero Operations
Boston Consulting Group (BCG) has released the Global Wealth Report 2022, with global financial wealth & real asset growing to $530 trillion in 2021 (2020 to 2021: +10.6%, + $26 trillion). View: Report
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