Wealth management is evolving at a rapid pace. As digitalisation persists, AI is becoming more prevalent among wealth advisors to boost efficiency and enhance personalisation. The regulatory landscape is becoming more fragmented and complex, and alternative assets are on the rise.
In what ways will the Great Wealth Transfer change the space? How is industry sentiment shifting on the topics of ESG investing and tokenised assets? What strategies do wealth managers need to implement to keep up with the pace of innovation? These questions, and more, will be answered.
**This Finextra report analyses vital growth areas, changing attitudes, and innovation taking place in the global wealth management space, featuring key insights from Addepar, BNY, Bottomline, Capgemini, EY, Global Digital Finance, ING, Interpolitan Money, Lord Chris Holmes MBE, McKinsey, Pave Finance and PIMFA. **
**The report explores: **
* _How agentic AI and GenAI is revolutionising wealth management; _
* _The impact incoming regulation will have on wealth; _
* _The proliferation of tokenised and alternative assets; _
* _How ESG is becoming key for investors; _
* _Shifting investor attitudes and the diversification of retail portfolios; _
* _Maintaining client trust in a volatile market; _
* _What the Great Wealth transfer means for the future. _
The Future of Wealth Management 2026
Wealth management is evolving at a rapid pace. As digitalisation persists, AI is becoming more prevalent among wealth advisors to boost efficiency and enhance personalisation. The regulatory landscape is becoming more fragmented and complex, and alternative assets are on the rise.
In what ways will the Great Wealth Transfer change the space? How is industry sentiment shifting on the topics of ESG investing and tokenised assets? What strategies do wealth managers need to implement to keep up with the pace of innovation? These questions, and more, will be answered.
**This Finextra report analyses vital growth areas, changing attitudes, and innovation taking place in the global wealth management space, featuring key insights from Addepar, BNY, Bottomline, Capgemini, EY, Global Digital Finance, ING, Interpolitan Money, Lord Chris Holmes MBE, McKinsey, Pave Finance and PIMFA. **
**The report explores: **