On the Cusp of Change: North American Wealth Management in 2030
This insightful report from McKinsey & Company explores how the wealth management industry in North America is expected to evolve over the next decade. Key trends include the increasing demand for hyper-personalized advice (think “Netflix-style” subscription models), more goal-based financial planning, the growing use of data and automation in advisor workflows, and changes in client […]
World Wealth Report 2025
We’re pleased to share World Wealth Report 2025: Sail the Great Wealth Transfer by the Capgemini Research Institute. This report examines key trends among high-net-worth individuals (HNWI), including the growing influence of Next-Gen HNWIs (Gen X, millennials, and Gen Z), which are expected to inherit about USD 83.5 trillion by 2048. It’s based on extensive […]