Wealth Management Trends 2024

Client expectations and needs drive wealth management firm opportunities in the coming year

We anticipate wealth management firms to face challenges and opportunities as investors shift focus from asset preservation to wealth creation. Firms will expand to include the growing affluent and mass-affluent wealth bands and seek to capitalize on intergenerational wealth transfer.

Emerging technologies such as generative AI will become critical workflow optimization tools. Firms will prioritize sustainability, inclusivity, and transparent ESG metrics. Firms will navigate shifting client-advisor relationships in a digital-first environment.

Wealth Management Top Trends 2024 is a must-read for decision-makers, filled with strategic insights and tactical use cases for leveraging emerging technologies, expanding client bases, and considering ESG assets to remain competitive in 2024.