Capitalising on value migration in corporate and investment banking

Oct 28, 2024

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Embracing value migration

The information presented here is sourced from the "Embracing Value Migration, 2024" report published by BCG.

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Value migration

The corporate and investment banking (CIB) industry is experiencing a significant shift of value towards nonbank financial institutions (NBFIs), which are increasingly capturing market share across various segments, particularly in private credit and electronic trading.

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Revenue growth vs. GDP

CIB revenue growth has lagged behind global GDP growth, with revenues increasing by only 31% since 2010 compared to a 55% rise in GDP. This underperformance highlights ongoing challenges within the CIB sector.

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Regulatory pressures

The upcoming Basel III endgame regulations will impose stricter capital requirements, particularly affecting risk-weighted assets, which could further strain CIB profitability and operational models.

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Private markets opportunity

There is a notable shift towards private markets, presenting opportunities for CIBs to adapt their strategies and capitalise on emerging partnership models in financing and investment.

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Technological advancements

Leveraging technology is essential for enhancing profitability and resilience within CIBs. Firms are encouraged to invest in tech capabilities to stay competitive in an evolving landscape.

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Energy transition financing

CIBs play a crucial role in financing the energy transition, aligning their portfolios with emissions reduction targets while facing challenges such as supply chain issues and geopolitical tensions.

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Risk management transformation

Effective risk management frameworks are vital as CIBs navigate increased volatility and economic pressures, necessitating adaptations to strengthen balance sheets and improve resilience against market fluctuations.

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Consolidation trends

The industry is witnessing consolidation, with larger banks increasing their market share while smaller firms struggle to compete, particularly in sectors like equities and advisory services.

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Boutique investment banks are rising

Smaller, specialised investment banks are gaining market share by focusing on sector expertise and independent advisory models that are less burdened by regulatory constraints.

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Future outlook

Despite current challenges, there is potential for CIBs to create long-term value through strategic transformations and disciplined execution, positioning themselves as pivotal players in the global economy moving forward.

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