Wealth Management in 2025

Report

Explore how Europe’s top wealth firms are preparing for the Great Wealth Transfer. In this new report from IFP and Seismic, 200 senior leaders share how they’re modernising client engagement, enabling advisors, and leveraging AI to meet the needs of next-generation investors.

Report Snapshot

65% of firms say they’re ready for next-gen clients
Personalisation tops the list of challenges
Digital onboarding and AI adoption are on the rise

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