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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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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.

Building a future-ready investment firm

The global wealth management industry faces converging megatrends that are redefining investor needs and reshaping the industry at a time of growing economic and geopolitical uncertainty

The impact of AI applications in wealth management

A full 70% of global wealth managers agree that AI representsa paradigm shift in how their firms will operate over the nextthree to five years, improving front-end advisor productivityand streamlining back-end functionality.

Harnessing AI and low-code tools for cost saving and market differentiation

In the evolving wealth management industry, firms are increasingly looking to develop in-house solutions using artificial intelligence (AI) and low-code tools. 

Unleashing the power of wealth management through artificial intelligence: A path to an enhanced client experience in Germany

While use of Artificial Intelligence (AI) in the financial sector is not new, the introduction of generative AI (GenAI) and shifting consumer expectations present a new challenge and opportunity for the wealth management sector.

Revolutionizing wealth management: The role of technology in driving access and personalization of investment portfolios

Personalization at scale will be a key growth driver for the wealth management industry over the next decade. For far too long, the industry has been selling commoditized investment products regardless of meeting the true needs of the investor.

Get in touch

Jean-François Lagassé

Global Wealth Management Leader
+41 58 279 8170