White Papers and Reports

Forbes Report – The Next Generation Wealth Manager

To develop a full understanding of the qualities that will propel wealth managers successfully into the future, one must start with the client — high-net-worth individuals (HNWIs) and mass-affluent investors, both of whom bring to the table a tech-forward attitude and the will to grow their assets. 

Three pathways to success will define the next-generation wealth manager:

  • Customer experience enhanced by digital client services and personalization
  • Insight gained through AI and analytics
  • New markets defined by the mass affluent and alternative investments

The Next-Generation Wealth Manager outlines the key findings from the research, with commentary from leaders at investment and private banks and additional insight from a prominent futurist and an expert in academia.