{"id":519248,"date":"2024-02-15T08:07:11","date_gmt":"2024-02-15T08:07:11","guid":{"rendered":"https:\/\/www.capgemini.com\/co-es\/?post_type=research-and-insight&#038;p=519248"},"modified":"2025-03-29T18:19:38","modified_gmt":"2025-03-29T18:19:38","slug":"principales-tendencias-en-gestion-patrimonial-2024","status":"publish","type":"research-and-insight","link":"https:\/\/www.capgemini.com\/co-es\/insights\/biblioteca-de-investigacion\/principales-tendencias-en-gestion-patrimonial-2024\/","title":{"rendered":"Principales tendencias en gesti\u00f3n patrimonial 2024"},"content":{"rendered":"\n<header class=\"wp-block-cg-blocks-hero-reusable header heroReusable  \"><div class=\"header-bgs\"><picture><source srcset=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2023\/12\/wealth-management_landing-page-banner.jpg?w=2880&amp;quality=70 1x, https:\/\/www.capgemini.com\/wp-content\/uploads\/2023\/12\/wealth-management_landing-page-banner.jpg?w=2880&amp;quality=70 2x\" media=\"(min-width: 1500px)\"\/><source srcset=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2023\/12\/wealth-management_landing-page-banner.jpg?w=1440&amp;quality=70 1x, https:\/\/www.capgemini.com\/wp-content\/uploads\/2023\/12\/wealth-management_landing-page-banner.jpg?w=2880&amp;quality=70 2x\" media=\"(min-width: 992px)\"\/><source srcset=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2023\/12\/wealth-management_landing-page-banner.jpg?w=1024&amp;quality=70 1x, https:\/\/www.capgemini.com\/wp-content\/uploads\/2023\/12\/wealth-management_landing-page-banner.jpg?w=1024&amp;quality=70 2x\" media=\"(min-width: 768px)\"\/><source srcset=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2023\/12\/wealth-management_landing-page-banner.jpg?w=768&amp;quality=70 1x, https:\/\/www.capgemini.com\/wp-content\/uploads\/2023\/12\/wealth-management_landing-page-banner.jpg?w=768&amp;quality=70 2x\" media=\"(min-width: 0)\"\/><img decoding=\"async\" src=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2023\/12\/wealth-management_landing-page-banner.jpg\" class=\"header-img header-img-d\" alt=\"\" style=\"object-fit:cover;object-position:42% 33%\" loading=\"eager\"\/><\/picture><\/div><div class=\"heroPictureCardHeaderShape\"><\/div><div class=\"container\"><div class=\"row\"><div class=\"col-md-12\"><div class=\"box\"><div class=\"boxTagWrapper\"><div class=\"tagInfo\"><div><span class=\"box-tag\">ESG<\/span><\/div><\/div><div class=\"brandInfo\"><div class=\"brandLogo\"><img decoding=\"async\" loading=\"lazy\" src=\"\/wp-content\/themes\/capgemini2020\/assets\/images\/capgemini-research-institute.svg\" alt=\"capgemini-research-institute\"\/><\/div><\/div><\/div><div class=\"box-title\"><h1 data-maxlength=\"34\">Principales tendencias en gesti\u00f3n patrimonial 2024<\/h1><\/div><div class=\"inner-row-insight download-btn\"><div class=\"col-md-4 downloadFiles \"><a class=\"button-download--small\" type=\"download\" href=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2023\/12\/Wealth-Management-Top-Trends-2024_Infographic_web.pdf\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"abrir en una nueva ventana\"><span>Descargar infografia<\/span><span class=\"type\">132 KB  pdf<\/span><\/a><\/div><div class=\"col-md-4 downloadFiles \"><a class=\"button-download--small\" type=\"download\" href=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2024\/01\/Capgemini-Wealth-Management-Top-Trends-2024_Slide-deck.pdf\" rel=\"noopener noreferrer\" title=\"abrir en una nueva ventana\"><span>Descargar presentaci\u00f3n<\/span><span class=\"type\">864 KB  pdf<\/span><\/a><\/div><\/div><\/div><\/div><\/div><\/div><\/header>\n\n\n\n<section class=\"wp-block-cg-blocks-group undefined section section--article-content\"><div class=\"article-main-content\"><div class=\"container\"><div class=\"row\"><div class=\"col-12 col-md-1\"><nav class=\"article-social\"><ul class=\"social-nav\"><li class=\"ip-order-fb\"><a href=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https:\/\/www.capgemini.com\/?post_type=research-and-insight&amp;p=981758\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"abrir en una nueva ventana\"><i aria-hidden=\"true\" class=\"icon-fb\"><\/i><span class=\"sr-only\">Facebook<\/span><\/a><\/li><li class=\"ip-order-tw\"><a href=\"https:\/\/twitter.com\/intent\/tweet?url=https:\/\/www.capgemini.com\/?post_type=research-and-insight&amp;p=981758&amp;text=\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"abrir en una nueva ventana\"><i aria-hidden=\"true\" class=\"icon-tw\"><\/i><span class=\"sr-only\">Twitter<\/span><\/a><\/li><li class=\"ip-order-li\"><a href=\"https:\/\/www.linkedin.com\/shareArticle?url=https:\/\/www.capgemini.com\/?post_type=research-and-insight&amp;p=981758&amp;text=\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"abrir en una nueva ventana\"><i aria-hidden=\"true\" class=\"icon-li\"><\/i><span class=\"sr-only\">Linkedin<\/span><\/a><\/li><\/ul><\/nav><\/div><div class=\"col-12 col-md-11 col-lg-10\"><div class=\"article-text article-quote-text\">\n<h3 class=\"wp-block-heading\" id=\"h-las-expectativas-y-necesidades-de-los-clientes-impulsan-las-oportunidades-de-las-empresas-de-gestion-patrimonial\"><strong>Las expectativas y necesidades de los clientes impulsan las oportunidades de las empresas de gesti\u00f3n patrimonial<\/strong><\/h3>\n\n\n\n<p>Anticipamos que las empresas de gesti\u00f3n patrimonial enfrentar\u00e1n desaf\u00edos y oportunidades a medida que los inversores cambien su enfoque de la preservaci\u00f3n de activos a la creaci\u00f3n de riqueza. Las empresas se expandir\u00e1n para incluir a los crecientes grupos de personas adineradas (\u201caffluent\u201d y \u201cmass-affluent\u201d) y buscar\u00e1n capitalizar la transferencia de riqueza intergeneracional.<\/p>\n\n\n\n<p>Las tecnolog\u00edas emergentes, como la IA generativa, se convertir\u00e1n en herramientas fundamentales de optimizaci\u00f3n del flujo de trabajo. Las empresas dar\u00e1n prioridad a la sostenibilidad, la inclusi\u00f3n y las m\u00e9tricas ESG transparentes. Las empresas navegar\u00e1n por las cambiantes relaciones cliente-asesor en un entorno digital.<\/p>\n\n\n\n<p>\u201cPrincipales tendencias en gesti\u00f3n patrimonial 2024\u201d es una lectura obligada para los tomadores de decisiones, repleta de conocimientos estrat\u00e9gicos y casos de uso t\u00e1cticos para aprovechar las tecnolog\u00edas emergentes, ampliar la base de clientes y considerar que los activos ESG sigan siendo competitivos en 2024.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/section>\n\n\n<section class=\"latest-insights layout-odd layout-one-card-only \"><div class=\"container\"><div class=\"insight-title\"><h2 class=\"latest-insight-title\">Investigaci\u00f3n y conocimientos<\/h2><\/div><div class=\"layout-single-card\">\n                      <div class=\"row align-items-center w-lg-100\">\n                        <div class=\"card-image-wrapper\">\n                                <div class=\"card-image\" data-image-url=\"https:\/\/www.capgemini.com\/co-es\/insights\/biblioteca-de-investigacion\/informe-sobre-la-riqueza-mundial-2023\/\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<picture>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<source srcset=\"https:\/\/www.capgemini.com\/co-es\/wp-content\/uploads\/sites\/25\/2023\/06\/world-wealth-report-2023-1.jpg?w=2048&#038;quality=70 1x, https:\/\/www.capgemini.com\/co-es\/wp-content\/uploads\/sites\/25\/2023\/06\/world-wealth-report-2023-1.jpg?w=2048&#038;quality=70 2x\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tmedia=\"(min-width: 1500px)\"\/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<source srcset=\"https:\/\/www.capgemini.com\/co-es\/wp-content\/uploads\/sites\/25\/2023\/06\/world-wealth-report-2023-1.jpg?w=1024&#038;quality=70 1x, https:\/\/www.capgemini.com\/co-es\/wp-content\/uploads\/sites\/25\/2023\/06\/world-wealth-report-2023-1.jpg?w=2048&#038;quality=70 2x\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tmedia=\"(min-width: 992px)\"\/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<source srcset=\"https:\/\/www.capgemini.com\/co-es\/wp-content\/uploads\/sites\/25\/2023\/06\/world-wealth-report-2023-1.jpg?w=1024&#038;quality=70 1x, https:\/\/www.capgemini.com\/co-es\/wp-content\/uploads\/sites\/25\/2023\/06\/world-wealth-report-2023-1.jpg?w=2048&#038;quality=70 2x\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tmedia=\"(min-width: 768px)\"\/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<source srcset=\"https:\/\/www.capgemini.com\/co-es\/wp-content\/uploads\/sites\/25\/2023\/06\/world-wealth-report-2023-1.jpg?w=500&#038;quality=70 1x, https:\/\/www.capgemini.com\/co-es\/wp-content\/uploads\/sites\/25\/2023\/06\/world-wealth-report-2023-1.jpg?w=1000&#038;quality=70 2x\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tmedia=\"(min-width: 0)\"\/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.capgemini.com\/co-es\/wp-content\/uploads\/sites\/25\/2023\/06\/world-wealth-report-2023-1.jpg\" alt=\"\" style=\"object-position: 50% 50%; object-fit: cover;\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/picture>\n                                <\/div>\n                            <\/div>\n                            <div class=\"col-12 col-md-5 col-lg-7\"><\/div>\n                        <div class=\"col-12 col-md-7 col-lg-5\">\n                            <a href=\"https:\/\/www.capgemini.com\/co-es\/insights\/biblioteca-de-investigacion\/informe-sobre-la-riqueza-mundial-2023\/\" aria-label=\"Informe sobre la riqueza mundial 2023\" class=\"card-link-holder\">\n                            <div class=\"insight-card insight-card-start\">\n                                <div class=\"card-tag\">Report<\/div>\n                                <h3 class=\"card-title\">Informe sobre la riqueza mundial 2023<\/h3>\n                                <div class=\"insight-card-footer\">\n                                    <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.capgemini.com\/co-es\/wp-content\/themes\/capgemini2025\/assets\/images\/capgemini-research-institute-white.svg\" alt=\"capgemini-research-institute\" class=\"light\">\n\t\t\t\t\t\t\t\t\t<img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.capgemini.com\/co-es\/wp-content\/themes\/capgemini2025\/assets\/images\/capgemini-research-institute-white.svg\" alt=\"capgemini-research-institute\" class=\"dark\">\n                                <\/div>\n                            <\/div>\n                            <\/a>\n                        <\/div>\n                     <\/div>\n                    <\/div><\/div><\/section>\n\n\n<section class=\"wp-block-cg-blocks-wrapper-card-related-capabilities undefined card-related-capability\"><div class=\"cardelatedBgShape\"><\/div><div class=\"container\"><div class=\"contentTitle\"><h2 data-maxlength=\"34\" class=\"capabilities-heading\"><br>Explora nuestros servicios<\/h2><\/div><div class=\"row\">\n<div class=\"wp-block-cg-blocks-card-related-capabilities col-md-4 gridbox card-block\"><div class=\"box box--1 capblock\"><div class=\"box-img-wrapper\"><div class=\"img-ratio\"><img decoding=\"async\" src=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2021\/08\/Capgemini_Industries_Capital-Markets.jpg?w=500&amp;quality=70\" srcset=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2021\/08\/Capgemini_Industries_Capital-Markets.jpg?w=500&amp;quality=70 1x, https:\/\/www.capgemini.com\/wp-content\/uploads\/2021\/08\/Capgemini_Industries_Capital-Markets.jpg?w=1000&amp;quality=70 2x\" class=\"box-img\" alt=\"\" style=\"object-fit:cover;object-position:50% 50%\" loading=\"lazy\"\/><\/div><\/div><div class=\"box-inner\"><a class=\"box-title\" aria-label=\"Banca y mercados de capitales\" href=\"\/co-es\/sectores\/banca-y-mercados-de-capital\/\" target=\"\" rel=\"noopener noreferrer\"><h4>Banca y mercados de capitales<\/h4><\/a><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-cg-blocks-card-related-capabilities col-md-4 gridbox card-block\"><div class=\"box box--1 capblock\"><div class=\"box-img-wrapper\"><div class=\"img-ratio\"><img decoding=\"async\" src=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2021\/12\/Capgemini_Industries_Capital-Markets_Wealth-Management_4.jpg?w=500&amp;quality=70\" srcset=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2021\/12\/Capgemini_Industries_Capital-Markets_Wealth-Management_4.jpg?w=500&amp;quality=70 1x, https:\/\/www.capgemini.com\/wp-content\/uploads\/2021\/12\/Capgemini_Industries_Capital-Markets_Wealth-Management_4.jpg?w=1000&amp;quality=70 2x\" class=\"box-img\" alt=\"\" style=\"object-fit:cover;object-position:50% 50%\" loading=\"lazy\"\/><\/div><\/div><div class=\"box-inner\"><a class=\"box-title\" aria-label=\"Gesti\u00f3n integrada del patrimonio\" href=\"\/co-es\/sectores\/banca-y-mercados-de-capital\/gestion-de-patrimonios\/\" target=\"\" rel=\"noopener noreferrer\"><h4>Gesti\u00f3n integrada del patrimonio<\/h4><\/a><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"<p>Client expectations and needs drive wealth management firm opportunities in the coming year.<\/p>\n","protected":false},"author":440,"featured_media":519249,"template":"","meta":{"cg_dt_proposed_to":[],"cg_seo_hreflang_relations":"[]","cg_seo_canonical_relation":"","cg_seo_hreflang_x_default_relation":"{\"uuid\":\"03ddfefe-c132-48de-bc4b-927928f5642b\",\"blogId\":\"\",\"domain\":\"\",\"sitePath\":\"\",\"postLink\":\"\",\"postId\":null,\"isSaved\":true,\"isCrossLink\":false,\"hasCrossLink\":false}","cg_dt_approved_content":true,"cg_dt_mandatory_content":false,"cg_dt_notes":"","cg_dg_source_changed":true,"cg_dt_link_disabled":false,"footnotes":"","related_resource_url":"","related_resource_id":0,"related_resource_size":"","related_resource_type":"","cg_author":0,"_yoast_wpseo_primary_theme":231,"primary_term":"ESG","featured_focal_points":""},"tags":[],"research-and-insight-type":[234,230],"theme":[263,231],"brand":[350],"service":[106],"industry":[171,452],"partners":[],"content-group":[],"class_list":["post-519248","research-and-insight","type-research-and-insight","status-publish","has-post-thumbnail","hentry","research-and-insight-type-capgemini-research-institute","research-and-insight-type-report","theme-esg","theme-innovation","brand-capgemini-research-institute","service-sustainability","industry-banking-capital-markets","industry-financial-services"],"yoast_head":"<!-- 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