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Wealth and Asset Management Report 4.0 by ThoughtLab (exec summary)

How digitalization of investor behavior is shaping the future of wealth management

Thoughtlab report

This executive summary from ThoughtLab takes a fresh look at the wealth industry in the wake of the pandemic, revealing key megatrends in investor attitudes, behaviors, and expectations that will shape the future of wealth management. Findings include:

  • Investors demonstrate a greater willingness to switch providers when digital experience is poor.

  • The appetite for digitized services is no longer restricted by age or wealth brackets.

  • The democratization of wealth management continues, with affluent investors demanding more advanced products.

  • Regulators are expected to further increase scrutiny; documents must be in good order.
    The mobile app will become a de facto method for onboarding new clients and services.

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