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Тhe Digital Wealth Management Outlook 2023

Sweeping changes affecting the wealth management sector

The wealth landscape is reaching a point of no return as years of change transform the status quo. What must private banks and wealth management firms do to mitigate the risks and embrace the ever-growing opportunities?

What you will learn

  • Demographic shifts – most notably the great wealth transfer – mean trillions of dollars will be in new hands in the coming years.
  • Morals and ethics will play an increased role in strategy as clients want to know the impact their investments have in ESG contexts.
  • Geopolitical developments, the pandemic aftermath, and other global trends have had a knock-on effect, driving inflation and threatening long-standing institutions.
  • Clients want better, faster service options – but clients and organizations alike remain concerned about compliance, cyber attacks, and data security breaches.

Previous editions

Digital Wealth Management Outlook 2022

Unblu’s 2022 Digital Wealth Management Outlook offers a roadmap to help executives orient their teams in uncharted territory. Read it now here.

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