Competition and Margin Pressure
Wealth management firms are experiencing a squeeze on profitability as margins compress, regulations change, and investor behaviors shift.
We asked our contributors how they are adjusting revenue models, balancing investment with cost discipline to ensure the best possible client experience while protecting margins, and how they are leveraging partnerships and platforms to remain competitive and grow.
The Great Wealth Transfer
The next generation are different to today's investors. They have big expectations around digital-first experiences, impact-driven portfolios, and service levels.
We asked our contributors to share insights and experiences on investment behaviors, trialling new business models, engaging female clients, and how they plan to align with evolving investor values and the potential impact of not doing so.
AI and Digital Transformation
Rapid and continual technological innovation and the pervasive, disruptive force of AI-powered platforms are democratizing investment power.
We asked our contributors about the role of AI in hyper-personalization and balancing automation with the 'human touch' in relationship management. And we also asked critical questions about cybersecurity, compliance, automation, and trust.
Alternative Investments
Traditional assets are losing dominance as alternative investments and ESG-driven strategies are gaining momentum among the next-generation of investors.
We asked our contributors about the operational and regulatory challenges in scaling alternative investment offerings across Europe and the UAE, and explored how firms should engage investors on risk, liquidity, and performance expectations in this new era.
