REPORT
The State of Wealth Management in 2025: Preparing for the Great Wealth Transfer
The Great Wealth Transfer is transforming the wealth management industry. See how leading firms in EMEA are adapting to evolving client demands and technology — and how your firm can stay ahead.
About this report
Nearly $10 trillion is expected to change hands by 2030, marking the largest intergenerational wealth transfer in history. As this transition approaches, the most successful firms will be those that modernise — embracing new technology, evolving client expectations, and personalised approaches to engagement.
In this report, you'll discover how firms are navigating this transformation — what's driving success, where gaps remain, and how they're evolving to meet the demands of next-generation investors. You'll also gain timely insights and practical takeaways from across the EMEA region on strengthening digital readiness, enhancing client experiences, and driving growth.
In this report, you'll learn:
- How firms are preparing to serve the next generation of clients, and where challenges persist
- The key factors slowing firms' progress towards digital transformation
- The opportunities for innovation that will define the next era of wealth management
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