Thank you to everyone who joined our virtual session unveiling the results of the Thinking Ahead Institute’s 2025 Global Wealth Study – a major research initiative based on insights from 250 firms managing over $500M in assets under management, including private banks, family offices, wealth managers, and RIAs/IFAs.
During the session, we explored global trends, investment behaviours, and future priorities shaping the wealth management landscape. Our research team and industry peers unpacked the key findings and discussed their implications for the future of wealth management.
Missed it? You view the recording (members only) to catch up on the insights shared.
Head of US Wealth and Strategic Initiatives
WTW
Head of GB Wealth & Retail Investments
WTW
