Individual investors hold 50% of global capital but only 16% of alternative assets. Millennials and Gen Z are inheriting $83.5 trillion. The gap between expectation and delivery is where fortunes will be made and lost in wealth management.
Keep reading
Suggested by pillar/sub-theme, then market overlap, then recency.
In 2025, bonus expectations across private banking remain moderate but stable, with a clear trend toward rewarding measurable performance metrics such as portable books, AUM retention, return on assets, and net new money.
Bank of America announced all 15,000 wealth advisors can now recommend cryptocurrency to any client. UBS released the Billionaire Ambitions Report showing $297.8 billion inherited in 2025. Three major M&A deals announced in one week.
When the bank's technology gets smarter about your clients, what exactly are you taking with you when you leave?
Private banking is shifting: portfolios and performance are now the centre of gravity. Investment Advisors are increasingly driving client retention, while many RM models remain misaligned with what clients value most.
Individual investors hold roughly 50% of global capital but only 16% of alternative investment assets. That 34-percentage-point gap represents the addressable market the entire wealth management industry is now racing to capture.
More on this sub-theme
Same pillar and sub-theme, ranked by engagement then recency.
When the bank's technology gets smarter about your clients, what exactly are you taking with you when you leave?
Private banking is shifting: portfolios and performance are now the centre of gravity. Investment Advisors are increasingly driving client retention, while many RM models remain misaligned with what clients value most.
Individual investors hold roughly 50% of global capital but only 16% of alternative investment assets. That 34-percentage-point gap represents the addressable market the entire wealth management industry is now racing to capture.
In the space of ten days, three things hit at once: the US Supreme Court struck down Trump tariffs, core PCE printed at 3%, and Bitcoin bled $4 billion in ETF outflows. This is not background noise. This is the new operating environment for private banking.