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Client expectations and needs drive wealth management firm opportunities in the coming year

We anticipate wealth management firms to face challenges and opportunities as investors shift focus from asset preservation to wealth creation. Firms will expand to include the growing affluent and mass-affluent wealth bands and seek to capitalize on intergenerational wealth transfer.

Emerging technologies such as generative AI will become critical workflow optimization tools. Firms will prioritize sustainability, inclusivity, and transparent ESG metrics. Firms will navigate shifting client-advisor relationships in a digital-first environment.

Wealth Management Top Trends 2024 is a must-read for decision-makers, filled with strategic insights and tactical use cases for leveraging emerging technologies, expanding client bases, and considering ESG assets to remain competitive in 2024.

Meet our experts

Nilesh Vaidya

Global Industry Head – Retail Banking & Wealth Management

Marie Wattez

Global Head of Private Banking & Wealth Management

Roy Crociani

Banking & WM Leader, APAC

Maxime Gaudin

Head, Wealth & Asset Management Practice

Elias Ghanem

Vice President and Global Head, Capgemini Research Institute For Financial Services
Elias is responsible for Capgemini’s global portfolio of financial services thought leadership. He has more than 20 years of experience in FS, focusing on effective collaboration between banks and the startup ecosystem