Optimising Revenue Management: The Wealth Mosiac

Why Revenue Integrity Is Now a Competitive Advantage.

Revenue pressure in wealth management is no longer driven by headline fee cuts alone. Operational complexity, fragmented systems, and inconsistent pricing practices are quietly eroding margins before revenue ever reaches the bottom line.

This research paper, produced by The Wealth Mosaic in partnership with PureFacts, examines how spillage and leakage create an invisible tax on growth, and why pricing discipline has become essential for firms seeking sustainable profitability.

Drawing on industry data and executive perspectives, the paper explains why revenue loss is structural rather than accidental, how it accelerates with scale and M&A, and why many firms struggle to convert AUM growth into earnings growth.

Inside the paper, you will learn:

• Where revenue is most commonly lost across pricing, billing, and compensation
• Why fragmented data and manual processes amplify spillage and leakage
• How disciplined pricing frameworks recover margin without headline fee increases
• What it means to manage revenue as a single, integrated lifecycle

If you are responsible for pricing, finance, operations, or growth strategy, this paper provides a practical framework for protecting margins and building durable enterprise value.

Download the paper to understand where revenue is being lost and how leading firms are addressing it.