Commercial Planning and Product Governance

Development of commercial plans, targets and budgets for the future of a wealth management business is an important and sensitive process, with many stakeholders including management, advisors, regulators and, of course, clients. At its core, in order to be realistic and effective, it must consider the subtle interplay of the commercial objectives of the business in terms of product placement, the applicable regulation in terms of investor protection, and the needs of the client in terms of quality of service