Wealth & Asset Management

February 2, 2023 – The region’s mass-affluent and affluent segments are growing fast, and their demand for wealth management is evolving. Successful... strategies will use digital and AI to access—and win—this market opportunity.

January 25, 2023 – A decade of favorable macroeconomic conditions and relatively easy growth has ended, signaling a new urgency for US wealth managers... to rethink operating models and reenergize growth.

January 19, 2023 – After one of its most successful years, Europe’s private banking industry will now need to navigate an uncertain macroeconomic... outlook and evolving client needs.

October 28, 2022 – An “all-weather” agenda can help asset management firms thrive in a tumultuous and uncertain market environment.

July 29, 2022 – While accumulation has long been a focus for pre-retirees, ensuring a consistent and sufficient stream of income through retirement... is now a pressing need for many.

July 7, 2022 – Western Europe’s private banks posted near-record profits last year, thanks to a high-performing market, but operational... improvements stalled.

June 23, 2022 – As more assets in Western Europe shift into the hands of women, wealth managers need to understand the investment needs and behaviors... of this large—but as yet underserved—group of investors.

February 16, 2022 – Mounting hopes of postpandemic recovery signal an imperative to prepare for the changes in technology, consumer needs, and society... that will shape the future of the wealth management ecosystem.

January 11, 2022 – Today’s clients want a cutting-edge client experience. To deliver it, wealth firms must boldly scale up analytics.

October 28, 2021 – As the drive to curb global warming gathers pace, carbon markets have become increasingly fundamental to achieving net-zero greenhouse-gas... emissions. Institutional investors can play a critical role.

October 6, 2021 – The past 18 months have planted multiple seeds of disruption which are setting a dynamic new horizon of growth for the industry... in the coming decade.