Strategic Leadership in AUM Transformation

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A strategic plan focusing on transitioning to a recurring revenue model through advisory-led streams and long-term client partnerships. Goals include increasing recurring AUM share to 60%, boosting RM productivity, and optimising costs using advisory fees. Key actions involve transitioning top clients, redesigning RM compensation, and leveraging technology for analytics. Current challenges include low recurring revenue and RM productivity, with execution steps emphasising product refinement,...