Asset and wealth management

CEOs in asset and wealth management are most concerned about macroeconomic volatility

CEOs in asset and wealth management are most concerned about macroeconomic volatility and inflation. This is in line with the global average for other sectors.

How exposed do you believe your company will be to the following threats in the next twelve months? (only highly or extremely exposed)

CEOs are taking actions to reinvent their companies

A significant proportion of CEOs doubt the long-term viability of their company's business model. The pressure to reinvent their company is therefore considerable and has led to actions over the past five years which touch upon the organisation's business model.

To what extent has your company taken the following actions in the last five years? (only to a large or very large extent)

See more results on business model reinvention

The rise of (Gen)AI in the asset and wealth management sector continues 

The rise of (Gen)AI continues and the expected effects of this technology on efficiency and profitability remain high. A considerable number of CEOs plan to further integrate this technology into their organisation.

To what extent do you predict (Gen)AI to be systematically integrated into the following areas in your company over the next three years? (only to a large or very large extent)

See more results on (Gen)AI

Investments in climate increase costs but also revenues

Some 81 percent of CEOs in the asset and wealth management sector have made climate-friendly investments over the past five years. While about 37 percent of this group report higher costs, an almost equal proportion also report higher revenues.

To what extent have your company's climate-friendly investments over the past five years contributed to the increase or decrease of:

See more results on climate