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The global wealth management industry, along with many other sectors, is embarking on its journey toward digitalization and overall technology integration. With millennials and Gen Z investors set to inherit approx. USD53 trillion over the next 20 years, firms that focus on building relationships with clients’ potential inheritors, leverage client insights, and understand trends to inform product and service offerings will stand to benefit in the current environment.
Wednesday, May 14, 2025
Dubai, UAE
The global wealth management industry, along with many other sectors, is embarking on its journey toward digitalization and overall technology integration. With millennials and Gen Z investors set to inherit approx. USD53 trillion over the next 20 years, firms that focus on building relationships with clients’ potential inheritors, leverage client insights, and understand trends to inform product and service offerings will stand to benefit in the current environment.
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