Wealth managers have embraced shifting client demands during the pandemic, prioritizing digital engagement and hyperpersonalization preferences to provide comprehensive advice and capture asset growth across the wealth spectrum. 

In 2022, firms will compete on the next wave of growth within products, including digital assets, ESG, and custom indexing; client segments involving emerging High-Net-Worth investors and women; and service models comprising holistic advice, digital engagement, and fee modernization. Against the backdrop of a changing regulatory environment and looming disruption from ‘big-tech,’ incumbents must balance retaining existing assets with growth opportunities as firms build and deepen relationships with next-gen investors.

Download this whitepaper to find out more about wealth management trends for 2022.