Snap Chart

Wealth Management Firms Can Take Out Costs While Reducing Risk and Improving Client Loyalty

Six tactics allow firms to reduce operating costs by 17% to 38%.

By Markus Habbel, Liza Selyavina, Thomas Herbeck, and Sjors van der Zee

Snap Chart

Wealth Management Firms Can Take Out Costs While Reducing Risk and Improving Client Loyalty
en
Authors
  • Headshot of Markus Habbel
    Partner, Zurich
  • Headshot of Liza Selyavina
    Associate Partner, Amsterdam
  • Headshot of Thomas Herbeck
    Partner, Frankfurt
  • Headshot of Sjors van der Zee
    Partner, Amsterdam
First published in junio 2025
Tags

How We've Helped Clients

Reimagining Insurance for the AI Era

See more related case studies

Voluntary Carbon Markets: A Bank Moves Early to Seize the Opportunity

See more related case studies

Lean Six Sigma solves a commercial bank's growth problem

See more related case studies

Want to continue the conversation

We help global leaders with their organization's most critical issues and opportunities. Together, we create enduring change and results

Contact Bain

How can we help you?

See all offices