Westpac concentrates on wealth management

Australia
Uncategorized
New Products

(19 February 2013 – Australia) Westpac is aiming to substantially increase the number of financial advisors on its books over the next five years.The bank is looking to expand its wealth management division significantly to capitalise on growing demand, particularly as baby boomers hit retirement.

Currently, there are about 1000 financial planners working for Westpac and its wealth management arm, BT.

The focus will be on providing ‘scaled’ financial advice that is narrower in scope and lower in cost.

The bank believes demand for this type of product will grow in an environment of slower house price growth and greater sharemarket volatility.

With profits from lending tipped to come under pressure from slower credit growth, banks are eyeing wealth management for its potential to generate big profits.

In a sign of the industry’s growth trajectory, the value of superannuation is projected to balloon from A$1.4 trillion today to some A$6 trillion by 2030.

Wealth management is also attractive to banks because it is ‘capital light” – unlike lending, which requires large amounts of capital to be held against loans.

Connect
with East

At East & Partners we work together as one firm to serve our clients wherever they need us.

Our collective knowledge and experience across global  markets helps us guide clients on the intricacies of each region while enabling cohesion across their global footprint. Apples with apples and pears with pears in complex and demanding financial services markets
globally.

Lookup(Required)
subscribe
This field is for validation purposes and should be left unchanged.