Democratization of wealth management
The financial services industry faces structural margin and transformation pressures, due to rapidly-changing client demands, tighter regulations and new, fiercer competition. To help organizations navigate this, we identified four megatrends at the heart of these challenges: technological evolution, economic & monetary turmoil, wealth shifts and socio-behavioural changes.
Learn more about:
- The four megatrends and what they mean for the financial industry
- How innovation, industrialization and individualization are key to mitigating structural margin pressure
- How the shift of wealth to a new generation will shape client needs
- Why the affluent segment poses a significant business opportunity for wealth managers