Capgemini – World Wealth Management Report, 2025
The report focuses on wealth management and analyzes the impact of economic changes and the unprecedented intergenerational wealth transfer on the wealth management industry.
In 2024, there was an increase in wealth and the number of high-net-worth individuals (HNWIs), particularly in North America and the Asia-Pacific region. The main trend is the transfer of wealth to Generation X, millennials, and Generation Z, or so-called Next-gen investors, who have unique investment priorities and prefer digital interaction. The role of relationship managers (RMs) is critically important in this transition, yet many companies do not provide them with the necessary tools and support. A three-part strategy is proposed to prepare companies for these changes: growth through personalized investment strategies, adapting service offerings for Next-gen HNWIs, and equipping RMs with the necessary technology and training.
