Big uncertainties are changing the wealth management business.

For example, entrepreneurial activity has been creating a new kind of affluent investor, with new centers of wealth around the world. Artificial intelligence and digitization will affect the way investment decisions are made, and change client involvement in these decisions — so the way you acquire, look after, and retain clients will also change. Meanwhile, the expectations of these investors are different, too. They want their investments to reflect their values and achieve goals besides “only” earning a return.

In addition to these changes, private banks, family offices, and wealth management firms also face the uncertainties we all contend with day in, day out: economic ups and downs, regulatory changes, shifting geopolitical landscapes, evolving employee attitudes, dynamic competitors,… even pandemics and wars.

Scenario planning is a powerful foresight tool that allows you to visualize alternative futures that could unfold around these uncertainties. It is used by organizations of all sizes to grasp how different their strategic terrain might be in just a few years, giving them the possibility to start preparing today.

Wealth Management 2030 takes you step-by-step through the scenario generation process, making this practical guidebook a “must-read” for professionals who want to be ready for the future — no matter how it emerges.

 Download the digital e-book now. The download key will be sent to your e-mail address.

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