— Report
— June 2022
The past year was one of tremendous wealth accumulation around the world: recovering economies
boosted by stock market gains pushed global high net-worth individual (HNWI) population up by 7.8%
and 8%, respectively. But to capture this growth, wealth management firms will need new and improved
ways of delivering personalization to augment client experience.
Highlights from the Capgemini
World Wealth Management Report 2022 include:
— Webcast
Watch our webcast to learn to learn how the wealth management firms
can drive digital-first engagement to meet new and higher expectations of customer
experience.
Our expert panel included Christine Ciriani, CEO, EMEA, InvestCloud,
Evy
Wee, Head of Financial Planning, Investments and Insurance Solutions, DBS Bank, Harsh Kumar,
Head of US Citi Alliance, Citi Global Wealth Management, and Frederic Kemp, Chief Market
Officer, AZQORE SA.
— Partner with Capgemini
New customer expectations around technology and easy access to data, and ever-higher demands for a seamless and simplified customer experience is raising the bar high for Wealth Management firms. With the added complexity of the regulatory environment, firms may face increased cost structures, while finding revenue growth at risk. As a result, it is essential that wealth managers engage in a deep transformation of their business.
Find out more— Research
— Research
— Research
— December 2022
The wealth industry is undergoing a paradigm shift fueled by changing demographics, generational wealth transfer, and rapidly expanding digitalization.
Global Head of Banking and Capital Markets
Global Head of Private Banking & WM
Banking & WM Leader, APAC
Head of Wealth and Asset Management, Capgemini Invent, France
Head of Financial Services, Capgemini Invent, Switzerland
Head of Financial Services, Invent Asia
WM Practice Head, North America
Global WM Leader & Head of ESG Solutions