1、WEALTH MANAGEMENTTOP TRENDS 2023CONTENTSForeword 3Introduction 4Trend 1:ESG regulatory standards aim to curb corporate investment greenwashing 8Trend 2:Demand for OCIO services is on the rise 10Trend 3:Investor appetite for digital assets drives wealth industry capabilities beyond cryptocurrencies 1

2、2Trend 4:Amid volatility,investors seek new portfolio strategies,such as direct indexing 14Trend 5:Wealth management firms refocus on the mass-affluent segment 16Trend 6:As women increasingly control more wealth,firms must earn their trust and wallet share 18Trend 7:Evaluating cybersecurity for futu

3、re readiness 22Trend 8:A digitalized core can bridge the gap between relationship managers expectations and wealth management firms automation capabilities 24Trend 9:The wealth management industry is consolidating to achieve scale 28Trend 10:Family offices showcase bespoke services while facing regu

4、latory dynamics 30Conclusion 32Wealth Management Top Trends 20232Anirban Bose Financial Services Strategic Business Unit CEO&Group Executive Board Member,CapgeminiFOREWORDTodays business world operates within ambiguity,and so does the wealth management sector:neither stability nor solid growth can b

5、e guaranteed.Moreover,mounting inflation,rising interest rates,wavering geopolitics,and the specter of new global health crises may spark a 2023 recession or stagflation.Amid these vagaries,precisely identifying the most impactful near-term wealth industry trends depends on a combination of model-ba

6、sed analyses,industry experience,and a historical lens.The industry is undergoing a paradigm shift fueled by changing demographics,generational wealth transfer,the growing influence of millennial high-net-worth individuals,and burgeoning digitalization.Todays investors are more knowledgeable than ev