The future of wealth management: Balancing innovation, regulation, and client expectations

Critical thinking

Content provided by Mercer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mercer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

25d ago 13:02

MP3•Episode home

In this episode of Critical Thinking, Amit Popat, Global Head of Financial Institutions at Mercer, is joined by Han Dieperink, Chief Investment Officer of Auréus, and Richard De Groot, Head of Global Investment Center at ABN AMRO Bank.

Recorded live at Mercer’s Global Investment Forum, together they explore how the wealth management industry is adapting to shifting client expectations, regulatory pressures, and advancements in technology.

Key takeaways include:

Evolving client expectations: While the fundamentals of wealth management remain unchanged, clients now demand greater personalisation, transparency, and access to alternative investments.
The role of AI and technology: AI-driven tools are helping to streamline operations, improve client communication, and enhance investment decision-making. However, firms must balance automation with the human relationships that remain central to private banking.
Navigating regulatory challenges: Increasing compliance requirements place significant demands on IT budgets and resources, forcing firms to prioritise innovation while meeting regulatory obligations.
The rise of private markets: Alternative investments, particularly private equity, are becoming more accessible to wealth management clients. However, challenges remain in fund selection, operational due diligence, and scaling access to a broader client base.

This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.

Read our full important notices - click here

103 episodes

#Trading #Business #Mercer #Investing #Financial Markets #Global Marketing