Asset & Wealth Management
Global Asset & Wealth Management Trends and Opportunities in 2025
The A&WM industry in 2025 is evolving to boost efficiency and uncover new revenue streams.
Overview
Future of Asset & Wealth Management
The Asset & Wealth Management (A&WM) industry has been in a state of flux over the past several years. Operating models have evolved due to shifts in investor preferences, technological advancements, and regulatory changes. As we progress through 2025, the pressures on the industry are intensifying, prompting it to seek new revenue sources and leverage technology more intelligently to drive efficiencies.
The New Asset & Wealth Management Report Explores 5 Key Topics
01
Changing Investment Landscape and Portfolio Reassessment
The A&WM industry began 2025 amid a shifting interest rate trajectory, challenging economic conditions, and rising geopolitical concerns. In light of these changes, asset managers are likely to focus on new investment strategies. While generating alpha remains challenging, the evolving market dynamics present efficient players with opportunities to outmaneuver the market.
Traditionally, asset managers have thrived in an era where fund reporting was sufficient to market funds. However, this has changed drastically in recent years with the evolution of technology and social media. The current market requires the integration of digital, email, and social media marketing. We believe a shift towards personalized content will be a key focus in 2025.
02
Personalization of Marketing
03
Integration of ESG in Investing
Investors are increasingly drawn to funds and strategies that integrate environmental, social, and governance (ESG) considerations. However, this trend also heightens the risk of misrepresentation and increases regulatory compliance pressures on asset managers. Hence, asset managers, have to address these risks to reap the benefits offered by well-structured ESG integrated products.
In 2025, the application of AI across the A&WM ecosystem will be inevitable. Both AI and GenAI present opportunities for asset managers to create differentiated products, gain efficiencies in processes, and enhance marketing functions.
04
Use of Emerging Technologies
05
Opportunities in Retirement Space
Structurally, the industry is undergoing a transformational phase, with participants’ requirements evolving due to factors like accumulation needs and increased longevity. Consequently, the retirement space is emerging as a lucrative segment that will need asset managers to make adjustments based on economic and financial developments.
Our Team
Meet Our Experts
Pratyush Prabhat
Global Head, Asset & Wealth Management Professional Services
Ajay Nahar
Vice President, Asset & Wealth Management Professional Services
Anirudh Srivastava
Director, Asset & Wealth Management
Key Contributors
Publication
Download the White Paper
To learn more about the trends shaping the Asset & Wealth Management industry in 2025, download the full report.
