Capgemini – World Wealth Report, 2025
The main theme of the report is wealth management amidst significant intergenerational wealth transfer.
Key findings include the growth of wealth and the number of high-net-worth individuals (HNWI) in 2024, especially in North America and the Asia-Pacific region. The transfer of wealth to Generation X, millennials, and Generation Z, who have unique investment priorities and expectations. The importance of relationship managers (RMs) in client retention and the need to equip them with modern technology and support. The report proposes a three-part strategy for wealth management firms: enhancing growth through personalized investment strategies, adapting service offerings for new generations of HNWIs, and equipping RMs with necessary technology and training.
