Spotlight: Push the frontiers of traditional WM capabilities

Seismic industry shifts are accelerating transformation

Seismic shifts in the macroeconomic, technological, and social landscape are accelerating transformation in the wealth management industry. The rise of cryptocurrencies and other digital assets presents both opportunities and risks. Apart from WealthTechs, the industry is also seeing competitive pressures from other FS firms and non-traditional players. Alignment around newer types of fee structures has become critical, with 39% of HNWIs interested in zero-fee trading commissions but unable to take advantage of them from their firm. The client profile is also changing to include a greater presence of women, younger and tech-savvy individuals, and non-traditional families. These shifts are making it critical for wealth management firms to innovate and transform.


Wide-ranging industry changes are creating a new WM playing field



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