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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

  • Published on June 24, 2025

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Wealth Management Firms Can Take Out Costs While Reducing Risk and Improving Client Loyalty
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Authors
  • Headshot of Markus Habbel
    Alumni, Zurich
  • Headshot of Liza Selyavina
    Partner, Amsterdam
  • Headshot of Thomas Herbeck
    Partner, Frankfurt
  • Headshot of Sjors van der Zee
    Partner, Amsterdam
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