Natixis：2025年财富管理行业调研报告：变革前夕（英文版）（21页）.pdf

1、The Eve of Disruption 2025 WEALTH INDUSTRY SURVEY1 I 2025 WEALTH INDUSTRY SURVEY2025 WEALTH INDUSTRY SURVEYThe Eve of Disruption After a year in which the balance of political power was upended by elections in Japan,the EU,the UK,the US,France,Germany,India,Italy and South Korea,wealth managers rank

2、 geopolitical conflict as the number-one economic risk in the next 12 months.But along with wide-scale political change,wealth managers are faced with economic uncertainty,rapid technological advancements and a wave of industry consolidation,making disruption a genuine concern in 2025.Increased clie

3、nt demand for broader services and access to more sophisticated investments raise the stakes even further.And while wealth managers position for potential tectonic shifts in their business in the long term,firms will still need to achieve aggressive short-term goals for AUM growth.High expectations

4、for AUM growth in 2025 The growth engine has run strong for wealth managers over the past five years as assets under management grew by 20%globally.As a result,the advisory industry was responsible for the stewardship of an estimated$159 trillion globally in 2024.Assets are estimated to grow another

5、 10%by the end of the decade to reach$178 trillion in 2029.1Results from the 2025 Natixis Wealth Industry Survey which included 520 investment professionals running investment platforms and managing assets at leading wealth managers in 20 countriessuggest the drive for growth is even greater this ye

6、ar as firms project average AUM growth of 13.7%in 2025 alone.Markets may help,as they have in 2023 and 2024,but wealth managers know delivering on growth expectations will also hinge on their ability to win new clients with enhanced service offerings,and retain them by meeting their return expectati