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.
Diversify your clients
Realize digital 3.0
Augment value proposition
Adapt market positioning
Drive innovation via AI
What is evident to us through this study is that new entrants will serve as catalysts for change and have showcased what is possible. Ultimately, the industry is capital-intensive and those with an established investor base and large balance sheet are likely to come out on top.
The true winners will be the end investors and their families, and that should be the primary metric by which we measure the future success.
Read the previous Wealth Management report here.