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Building a future-ready investment firm

Global megatrends are reshaping the landscape of the global wealth management industry and redefining investor needs. To stay ahead of this industry shift, investment management firms need to revisit their strategies with a greater emphasis on investor expectations and competitor analysis.

Preparing for technological, demographic, and competitive megatrends reshaping the global wealth industry

To analyze how investment firms are planning to meet fast-changing investor expectations, Deloitte, in collaboration with ThoughtLab and other industry specialists, conducted a global survey of investors and investment providers and researched how the industry is evolving.  We look at the impact of megatrends including technology, regulatory & taxes, competition, demographics and economic.

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Read the executive summary

Read Deloitte insights

The report highlights several industry trends such as diversity of clients, Digital 3.0, value proposition, marketing positioning and innovation, such as AI. Take a look at the following Deloitte articles offering a enriched insights from our industry experts that are poised to drive strategic decisions within wealth management firms, fostering growth and innovation in their operations.