Refinitiv survey reveals wealth transfer is top concern for wealth managers globally

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The key trends shaping today’s wealth management industry include: data and analytics, digitalisation, customisation, operational efficiency and client relationships, according to a new report from Refinitiv, ‘Transformation of Wealth Management – Five Trends for 2020 and Beyond’, which has been produced in collaboration with Aite Group. 

In order to better understand how wealth managers are managing the trends and developments that are set to impact them over the next few years, Refinitiv and Aite Group conducted interviews with business leaders across a range of wealth management firms in The Americas, Europe and Asia.

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Beverly Chandler
Employee title
Managing Editor

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