Democratization of wealth management - a unique business opportunity

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

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