1、Sail the great wealth transfer World Report Series 2025Wealth ManagementSetting a course to win Next-gen HNWIsCapgemini Research Institute 2025World Wealth Report 2025Table of contents03Foreword04Executive steering committee24Expand value delivery to engage and delight Next-gen HNWIs08Executive summ
2、ary42Retain and evolve RMs to cement relationship with Next-gen HNWIs58Partner with Capgemini56Methodology55Conclusion12Boost engagement to drive growth and steer wealth transfer dynamics2Capgemini Research Institute 2025World Wealth Report 2025The wealth management(WM)industry is at a turning point
3、.Shifting economic conditions and an unprecedented generational wealth transfer are reshaping its core.Capgeminis World Wealth Report 2025 analyzes that while 2024 saw growth in global high-net-worth individual(HNWI)wealth and population,particularly in North America and Asia-Pacific,driven by econo
4、mic expansion and initial interest rate cuts,the defining trend is the unprecedented transfer of wealth to Gen X,millennials,and Gen Z,or Next-gen investors.This multi-faceted HNWI segment has distinct investment priorities,a strong preference for digital engagement,and an expectation for personaliz
5、ed,value-added services.Their needs and expectations significantly diverge from previous generations,presenting challenges and opportunities for WM firms.In its 29th edition,the World Wealth Report 2025 emphasizes the critical role of relationship managers(RMs)throughout this transition.RMs are esse
6、ntial for client retention and engagement but,as the findings show,many firms arent adequately equipping them with the necessary tools,Agentic AI capabilities,and support.This gap may lead to client attrition and a potential talent crisis within firms,as experienced RMs seek environments where they
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