World Wealth Report 2021

The special 25th anniversary edition of Capgemini’s World Wealth Report (WWR) examines the global HNWI population and wealth growth dynamics, shifting digital-era expectations, asset allocation trends, and investor opinions about fees, hybrid advisory services, and existing offerings. Discover how investing in talent and technology to provide hybrid advisory services is critical to capture customer mindshare in today’s wealth management landscape.

Download Report
World Wealth Report 2021 LinkedIn Live

Co-hosted by Capgemini and The Rudin Group, this one-hour event is filled with insights from the World Wealth Report 2021 and brings together top wealth management experts from around the globe in a live, industry-shaping discussion. The topics discussed include behavioral finance, revenue models, emerging segments, evolving asset classes, effective collaboration between banks and FinTechs, and sustainable finance.

Watch More
Key Data

Find dynamic graphs to explore HNWI data and trends across: market sizing of the HNWI population and wealth; HNWI asset and geographic allocations; and HNWI behavior across six regions.

Read more
HNWI Market sizing: North America regains top position

Unprecedented stock market gains in key markets drove robust HNWI wealth growth by the end of 2020, with North America surpassing Asia-Pacific after five years.

Read more
25-Years in Review: Hybrid advisory key to meeting HNWI needs

Building omnichannel capabilities across the self-service and human advisory spectrum will prepare wealth management firms for the two possible future scenarios: the end of the current bull market or its continuation.

Read more
Spotlight: Push the frontiers of traditional WM capabilities

Success within a shifting industry will be contingent upon the willingness to push traditional wealth management frontiers and embrace new-age competencies.

Read more

Interact with the data!

North America
North America
Latin America
Latin America
Europe
Europe
Africa
Africa
Middle East
Middle East
Asia-Pacific
Asia-Pacific
North America
North America
Latin America
Latin America
Europe
Europe
Africa
Africa
Middle East
Middle East
Asia-Pacific
Asia-Pacific
“The battleground for customer mindshare will be in how firms provide advice and content at scale in a way that is personalized. Firms can achieve this by replicating human personalization and augmenting advisor capabilities with the help of technology.”
Marc Van de Walle
Global Head, Wealth Management
Standard Chartered Bank
“One of the major changes in the wealth management industry has been client behavior, as clients realize more than before the actual volatility of their wealth. Through tough times, they have acquired an increased understanding of the need for planning, diversification, and hedging.”
Michel Longhini
CEO Private Banking
Edmond de Rothschild
“The COVID-19 crisis has accelerated the ability to interact more digitally with clients, pushing the boundaries of digital adoption and innovation. This digital evolution has enhanced firms' capabilities to take efficient decisions.”
Linda Dawudian
Head of Strategy and Development
BNP Paribas Wealth Management
"Future growth for wealth management firms will come from an advisor-centered model with a depth and breadth of experiences. The industry will continue to move towards truly valuing the entirety of advice being offered to clients.”
Greg Gates
CIO
LPL Financial
“Advice can be democratized, and for advisors, this is a huge opportunity to get more clients. Real time information and digital investment platforms have driven the democratization and greater availability of wealth management.”
Ned Phillips
Co-Founder and CEO
Bambu
“There is an opportunity for firms to provide 360-degree wealth management, with a holistic view of both financial and non-financial assets in one place. The future battleground will be about providing a holistic relationship to clients.”
Christine Mar Ciriani
CEO Private Banking & Wealth
InvestCloud
“Wealth management firms need to design their processes and operations around the client in order to meet HNWI expectations for superior CX.”
Yann Charraire
CEO
Airwealth
”Technology has always been the bedrock of human progress, bringing transparency and the ability to measure and assess different factors. AI is making huge inroads in enabling investors to make smarter decisions – making it an irreversible trend.”
Georg Kell
Chairman of the Board
Arabesque
“Technology has opened more investment opportunities to a greater range of clients through new kinds of assets such as cryptocurrencies or tokenized Real Estate and provided access to individual investors to assets generally only accessible to institutional investors such as top-tier private equity funds.”
Solenne Niedercorn-Desouches
Non/Executive Director and Senior Advisor in FinTech/VC, Host of podcast
FINSCALE
”Hyper-personalization is where the action is in wealth management. For firms, there’s an opportunity to get closer to clients by explaining the use of data and how it can be used to hyper personalize the client experience.”
April Rudin
Founder and CEO
The Rudin Group
“Wealth management firms will have to be more cognizant of the changing demographic landscape and prepare to cater to the various rising segments more than ever before.”
Helene Li
Co-Founder
GoImpact Capital Partners
“The foundational element of client experience management is data and really knowing the investor by tapping into various data sources. Firms can also look into non-financial dimensions of customer behaviour, such as digital interactions, purchase behaviour, lifestyle attributes, or client sentiment, to better understand their goals and preferences.”
Christopher Young
Director of Industry Strategy & Marketing, Financial Services
Adobe
“How do you use the data?” Organisations need to answer this question in order to keep up with changing customer expectations. New data strategy together with AI, will help better segment clients and capture some of the low hanging fruits.”
Alexandre Duret
Product Director, Wealth Management,
Temenos
”Mutualization is a key way forward as it provides bandwidth to focus on clients and at the same time, leverage on specialized Fintechs for improved client relationships.”
Frederic Kemp
Chief Market Officer
Azqore

Check the previous editions

Since 1997, Capgemini’s World Wealth Report has offered insight into high-net-worth individual (HNWI) segments and wealth management trends. It is the industry’s oldest and among the most referenced wealth studies.

Listen to the Podcast

In a fascinating debate with show host Ollie Judge, Colin Payne, Global Head and architect of Capgemini’s new Inventive Financial Services offer Inventive Banking, and Pete Townsend, the Founding Partner of Ireland-based Norio Ventures, a FinTech start-up advisory firm, are talking about democratizing wealth management. Wealth traditionally has been an industry that’s been stuck in its ways, but recently more and more products are entering the market that make managing your finances more accessible. The big question is, has the industry actually turned a corner by allowing a more democratized approach to wealth or are the new approaches just reinforcing the old methods?

Blogs

25th WWR delivers retrospective lessons and strategic vision

This year marks a special milestone as we celebrate the report’s 25th anniversary. To commemorate two and a half decades of reporting, we took a step back to look at how the industry has evolved.

Getting engagement “right” in wealth management through interactive, personalized reporting

Not only are the demographics changing, they are also prone to making changes to how their wealth is managed as nearly 30% of HNW clients’ offspring abandon their parents’ investment firm after receiving inheritance.

HNW clients value account aggregation services

HNW clients value account aggregation services: an effective tool that wealth management firms can use to provide better services.

A digital approach to wealth management can maximize future returns

A new generation of high-net-worth (HNW) clients – especially those in their 20s and 30s – increasingly count on digital channels for wealth management support.

World Wealth Report 2021

The special 25th anniversary edition of Capgemini’s World Wealth Report (WWR) examines the global HNWI population and wealth growth dynamics, shifting digital-era expectations, asset allocation trends, and investor opinions about fees, hybrid advisory services, and existing offerings. Discover how investing in talent and technology to provide hybrid advisory services is critical to capture customer mindshare in today’s wealth management landscape.

Download now
cookies.

By continuing to navigate on this website, you accept the use of cookies.

Close

Close cookie information