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Wealth Management Top Trends 2024

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 capitalise on intergenerational wealth transfer.

Emerging technologies such as generative AI will become critical workflow optimisation tools. Firms will prioritise 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 Head of Banking and Capital Markets practice
Marie Wattez

Marie Wattez

Global Head of Private Banking & Wealth Management
Roy Crociani

Roy Crociani

Banking & WM Leader, APAC

Maxime Gaudin

Head of Wealth and Asset Management, Capgemini Invent France

Elias Ghanem

Global Head of 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