Predictions Report

Predictions 2020: Wealth Management

Wealth And Investment Firms Will Get Creative To Protect Their Revenues

November 5th, 2019
Vijay Raghavan, Senior Analyst
Vijay Raghavan Senior Analyst
Zhi-Ying Barry, Principal Analyst
Zhi-Ying Barry Principal Analyst
Alyson Clarke, Principal Analyst
Alyson Clarke Principal Analyst
Oliwia Berdak, VP, Research Director
Oliwia Berdak VP, Research Director
With contributors:
Stephen Powers , Corrado Loreto , Sam Bartlett

Summary

Wealth and investment firms are buffeted by forces largely beyond their control. In 2020, as fears over the end of the equity bull market and climate-change-related risks reach a peak, executives will take action to protect their revenues, looking to expand into adjacent industries, boosting climate resilience of their assets, and investing for differentiation and scale.

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