— June 2022

The World Wealth Report 2022

A customer-first strategy is pivotal to wealth management success

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:

  • Equities remained the go-to asset class, and with healthy stock market returns, North America maintained its dominant position in HNWI wealth and population.
  • HNWIs demonstrated measurable interest in emerging asset classes – especially ESG and digital – and vocalized their desire for better digital and personalized offerings.
  • The rise of several new customer segments – millennials, women, Tech-Wealth, LGBTQ+ individuals, and the mass affluent – creates enormous growth opportunities for wealth management firms.
  • Firms that leverage cloud, AI/ML, and digital technologies to strengthen their core and augment capabilities will be well-positioned to personalize client experiences and engagement across channels and products.

Find out more

— Webcast

Customer-First Strategy: Putting the client at the heart of wealth management

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.

Watch the replay

— Partner with Capgemini

The time to transform your business is now.

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

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