Client expectations and needs drive wealth management firm opportunities in the coming year
We anticipa't wealth management firms to face challenges and opportunities as investors shift focus from asset preservation to wealth creation. Firms will expand to include the growing affluent and mass-affluent wealth bands and seek to capitalise on intergenerational wealth transfer.
Emerging technologies such as generative AI will become critical workflow optimisation tools. Firms will prioritise sustainability, inclusivity, and transparent ESG metrics. Firms will navigate shifting client-advisor relationships in a digital-first environment.
Wealth Management Top Trends 2024 is a must-read for decision-makers, filled with strategic insights and tactical utilitzi casis for leveraging emerging technologies, expanding client bases, and considering ESG assets to remain competitive in 2024.
