The report highlights a sector in transformation. While many clients remain cautiously optimistic about the market outlook, firms are being challenged to redefine how they deliver value. The findings point to several key trends shaping the future of the industry:

+ Technology as a business driver: Digital transformation, automation, and AI are moving from aspirational goals to operational necessities, improving both client engagement and back-office efficiency.
+ Evolving client expectations: The next generation of investors — digitally native, globally mobile, and values-driven — is demanding new levels of transparency, personalisation, and accessibility.
+ A shifting growth landscape: Cross-border wealth flows and regulatory complexity are reshaping where and how wealth managers compete and collaborate.

At Enhance, we see these insights reflected in our day-to-day work with fiduciaries, family offices, and advisers who are embracing innovation to create more agile, client-centric service models.

As the industry continues to evolve, collaboration between firms, technology providers, and regulators will be key to sustaining trust and relevance in an increasingly complex landscape.

We’re delighted to have partnered with PwC on this important piece of thought leadership and encourage readers to explore the full report for further insights into the forces shaping wealth management in 2025 and beyond.

This quarter, we are pleased to share that we are officially launching Enhance Peer Groups, an initiative to provide further transparency on the performance and positioning of the wealth management sector. Keep your eyes peeled. 

ACCESS REPORT HERE