In this episode we explore the future of wealth management at a time of profound demographic and cultural change.
Joined by Andrea Caloisi, Associate Director, Thinking Ahead Institute, and Ellie Lloyd Jones, Director, WTW Investments and Strategic Development Support, atomos wealth, we unpack the findings of Thinking Ahead’s new Global Wealth Study and the implications for an industry in transition.
We discuss the “Great Wealth Avalanche” and how this shift is already reshaping client expectations. We also examine the role of technology and AI in lowering barriers to advice, the growing demand for ESG-integrated products, and why why wealth management may increasingly focus on financial wellbeing alongside returns.
We are seeing the early stages of what some commentators call the Great Wealth Avalanche: an estimated $100 trillion transfer of assets over the next 25 years, moving from boomers into the hands of Gen X, millennials, and increasingly women.
Andrea Caloisi, Associate Director, Thinking Ahead Institute
Can technology lower the barrier to access financial advice? In the past it’s been expensive, but can we use tech-enabled solutions to give more people access to individualised financial advice? Advice that will make them spend their money in a better way and be able to reach their long-term financial goals.
Ellie Lloyd Jones, Director, WTW Investments and Strategic Development Support, atomos wealth
Study: Global Wealth Study
Press release: Wealth allocation to private markets set to stagnate unless key issues are addressed
Podcast: Breaking barriers in gender wealth equity
