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Financial services

Top trends in wealth management 2023

Drivers, opportunities, and risks shaping the wealth industry in 2023

The wealth industry is undergoing a paradigm shift fueled by changing demographics, generational wealth transfer, and rapidly expanding digitalization. Customers are demanding a wider array of investment options and an improved, seamless service experience; relationship managers are being empowered by access to real-time data, streamlined workflows, and multichannel and digital tools. And forward-looking firms will achieve new growth by mining new customer segments and exploring acquisition and ecosystem partnership opportunities.

The wealth management landscape is transforming for traditional wealth managers and WealthTechs alike. Read ÎÚÑ»´«Ã½â€™s Wealth Management Top Trends 2023 to gain insights into actions industry players will take in the coming year and beyond.

Meet our experts

Nilesh Vaidya

Head of Market Development Group for Financial Services
Marie Wattez

Marie Wattez

Global Head of Private Banking & Wealth Management

Sandeep Kurne

Global Head of Wealth and Asset Management, Consulting
Sandeep is a Digital Strategy and Business transformation executive with 22 years of global experience in positioning firms for profitability growth and shareholder value creation. He specializes in collaborating with traditional and FinTech firms in banking, wealth management, and capital markets to lead strategic digital initiatives.
Roy Crociani

Roy Crociani

Banking & WM Leader, APAC

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