Exploring the industry’s future through the eyes of investors
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.
Research partners, sponsors, and advisors
Sponsors and partners
Chief Product Officer
VP, Head of Practice Management
State Street Global Advisors
Chief Information Officer
Chief Executive Officer
Principal, Financial Advisors
Executive Director, Investments
Oppenheimer & Co.
Head Asset Management & Global Wealth
Chief Executive Officer
The Rudin Group
Group Head Global Private Banking
First Abu Dhabi Bank
Managing Director for Retail Direct
Standard Like UK
Relevant Thought Leadership Work
Wealth Management Megatrends is the fourth program in a series of ground-breaking multi-client studies ThoughtLab has produced on wealth management.
Released November 2021
ThoughtLab conducted a pioneering multi-sponsor thought leadership research program to explore how COVID-19 will change investor perspectives and service provider strategies.
Released September 2016
To help wealth executives understand the far-reaching implications, we teamed up with a coalition of leading organizations from the wealth industry to conduct Wealth and Asset Management 2021: Preparing for Transformative Change.
Released September 2018
To help investment providers reinvent their businesses for the digital age, ThoughtLab conducted one of the most comprehensive studies on the digital transformation of the investment industry.
For more information on how you can join our coalition as an advisory board member or a sponsor for Building a Future-Ready City, contact us today.