What drivers are shaping the future of wealth management and advice across Europe? Our recent research study, Creating the wealth management firm of tomorrow, conducted jointly with PIMFA aimed to provide some answers. In the underlying survey, we asked C-Level industry executives in eight European countries for their views on current industry changes, and where…

“The global capital markets system is at an inflection point. More than ever, retail investors need a responsible capital markets ecosystem. The industry has an opportunity to address this need, and the time to begin is now.” The Future of Capital Markets: Democratization of Retail Investing An insight report from the World Economic Forum published…

In our recent report, Empowering relationship managers: The tools they need to succeed, we made the point that wealth management firms in Asia have set ambitious growth goals that most are unlikely to meet—unless, that is, they also tackle the productivity challenges faced by their relationship managers (RMs). We also outlined a range of actions…

As a firm and individually, we have been actively studying the use of artificial intelligence (AI) in wealth management—and more specifically how investment advice generated through AI is sought out and applied—for the past three years in its many different applications across the industry. In our view, the wealth management industry is built and will…

European wealth management firms are being presented with a rare opportunity: the next wave of evolution and growth of the mass affluent market. While this could offer significant potential growth for these firms, realizing it will not be a simple matter. Clients are looking today for solutions that address rising inflation, their growing interest in…

In recent weeks, an array of bad-news stories has led some commentators to predict the demise of cryptocurrencies and other digital assets. These stories include the collapse of the algorithmic stablecoin USTC and its sister token LUNA—costing investors tens of billions of dollars1—and the decision by cryptocurrency lending platform Celsius Networks to suspend withdrawals2. The…