The July issue of “Straight to the future” is here, and this month we dive into the topic of the great wealth transfer and using AI to stay ahead. In the coming years, high-net-worth individuals (HNWIs) will transfer $83.5 trillion to the next generations, composed of Gen X, millennials, and Gen Z individuals. To respond to this shift, wealth management companies will need to: ✅ Boost engagement with agentic AI assistants ✅ Delight Next-gen HNWIs with adapted service offerings ✅ Empower relationship managers with the latest technology Explore the latest issue of the newsletter and learn more about key insights, strategies, and a real-life example of a company adapting to the new landscape with the power of Gen AI. Read it today! #GetTheFutureYouWant
Robin Clark
1w
Thoughtful post, thanks
The great wealth transfer opportunity has been known for more than 3 years. A few thoughts/questions: 1. I had analyzed this a couple of years ago (and listing related points further below). I am curious what progress has been made over years, and what is yet to be achieved? 2. There needs to be 'multi-generational' trust developed (atleast during transition and a few years later); not to ditch the old for the new. A hybrid model to cater to needs of different generations. 3. How are the risks for AI, data privacy and protection, regulations, competition, etc. being mitigated, and updated continually? 4. Data and Analytics (not just tools and processes, but also human expertise) need to be strong to come up with 'differentiating' insights, isn't it? 5. Legal tax efficiency recommendations also would have been part of your solutions, isn't it?
Suhas M
3d
Love this
proves the whole point!
Thanks for sharing
Helpful insight
Fahd Pasha
1w
“For every financial institution, the message is clear: adapt or risk becoming irrelevant.” Couldn’t have said it any better 👏🏽
Mike Barry
1w
Amazing information - great share!!
Thanks for sharing
Consultor Sênior em Estratégia, Projetos, Processos e Riscos | Especialista em OKR, PMO Lean, KPI e Business Agility | +20 anos gerando impacto em organizações públicas e privadas
6dGen Z and Millennial HNWIs aren’t waiting — they’re expecting. AI-powered wealth services are no longer innovation. They’re survival. Firms that fail to empower RMs with real-time, unified intelligence will become invisible. The future of wealth management isn’t in dashboards — it’s in decisions made at the speed of trust. Brilliant insights from Capgemini.