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 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.

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Elias Ghanem leads Capgemini’s global portfolio of financial services thought leadership. He oversees a team of strategy consultants and sector analysts who deliver market insights to help clients build future-proofing strategies. He has more than 25 years of financial services experience, focusing on win-win collaboration between incumbents and startups.

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Research and insights

Capgemini Research Institute

Wealth management top trends 2024

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

Meet our experts

Research and insights

World wealth report 2024

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

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Nilesh Vaidya

Global Industry Head – Retail Banking & Wealth Management

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Marie Wattez

Global Head of Private Banking & Wealth Management

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Roy Crociani

Banking & WM Leader, APAC

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Elias Ghanem

Global Head of Capgemini Research Institute for Financial Services

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World wealth report 2024

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