What’s next in wealth? Exploring European trends & priorities

 

• What’s driving the shift toward hybrid advisory models in European wealth management? Are organisations moving fast enough to keep pace with the tech-driven innovation in the financial sector and the opportunities it offers?
  
  
• What operating model changes are required to modernise legacy private banking infrastructure?
  
  
• How can firms deliver differentiated experiences to digital-native HNW clients without losing personal touch?
  
  
• What is the real ROI of AI in portfolio management?
  
  
• How are European wealth managers navigating ESG complexity when building advisory offerings across jurisdictions?

Over are the days of homogeneity in wealth management, today’s investors expect the same personalised, digital convenience in wealth that they get with fintechs and big tech. In fact, PwC finds that 72% of asset and wealth managers expect disruptive tech to shift consumer preference toward tech-enabled solutions.

So how are European asset and wealth managers keeping pace with the digital revolution taking place in the space? And are they moving fast enough to garner favourability with the new generation of investors, which are expected to inherit an estimated at US$68 trillion over the next decade?

Increased competition through fintechs as well as growing regulatory complexity (e.g., through MiFID III and ESG mandates) add further pressure on organisations. So, what are the digital priorities for European wealth managers in 2025 and beyond? How can organisations create scalable, digital, compliant platform strategies to cater to a growing audience of digital-natives? And what is the real ROI of AI in portfolio management?

Register for this Finextra webinar, hosted in association with Temenos, to join our panel of industry experts who will discuss the key trends and priorities of European wealth managers, and how organisations can create scalable, digital wealth journeys to serve the next generation of investors.