Wealth Management Megatrends

To find their way in a fast-changing industry, wealth management firms need to make the investor their North Star. Doing so requires fresh thinking, since traditional investor segmentation no longer adequately defines today’s heterogenous marketplace. With investor demographics shifting fast, creating a diverse mix of investors by wealth, age, location, gender, and lifestyle, investment providers need a deeper understanding of their customers—and their morphing needs, behaviors, and expectations.​

Wealth management is in the throes of upheaval. An explosion of game-changing technologies is transforming business, spurring new competition from inside and outside the industry. Regulatory reform is mounting, as policy makers adjust to a world of rising digital innovation and risk. Escalating social and stakeholder pressures, heightened by generational shifts and demographic change, are redefining investor priorities. And a global economic reset with shifting wealth and retirement trends are triggering systemic change. ​

To help firms plot a future course, Wealth Management Megatrends will analyze 10 profound shifts that will remake the wealth industry over the next five years.