The wealth management industry is addressing challenges such as adapting to digital platforms, meeting client demands for ESG investments, and navigating regulatory complexities. The 2025 Wealth Management Report highlights emerging trends, technological advancements, and investment strategies, offering insights into the sector’s growth and its evolving role in managing global wealth.
This monthly report is derived from an in-depth analysis of all key events that are happening around wealth management today. You can catch up on the latest, must-know breakthroughs, major acquisitions & investments, and other events in the wealth management landscape, covering everything from the growing focus on fintech disruptions, such as CRED’s acquisition of Kuvera, to advancements in AI applications in personalized investment planning.