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The Four Unstoppable Trends Shaping Asset and Wealth Management

 

Steve Gresham, Managing Principal, NextChapter

Nalika Nanayakkara, Managing Partner, Americas Financial Services EY

Organic growth has stalled in both asset and wealth management. The underlying trends include the impact of increased consumer expectations, new service preferences, provider capacity and the looming demographic challenge of longevity. What are the four key trends – and what are the leaders doing to win?

Part 1 of the 2024 NextChapter Innovation Summit