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PUBLISHER: GlobalData | PRODUCT CODE: 1234450

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PUBLISHER: GlobalData | PRODUCT CODE: 1234450

Wealth Management Trends and Themes in 2023

PAGES: 40 Pages
DELIVERY TIME: 1-2 business days
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In this report, GlobalData's Wealth Management team consider the key trends and themes that will shape the global wealth industry over the course of 2023. These include ESG, rising inflation, the Russia/Ukraine conflict, and increased adoption of artificial intelligence.

Wealth management is in for another challenging year, which is set to dampen profits and result in many disgruntled clients. Looking at the top trends in the market, there are more challenges and threats than opportunities for growth. Geopolitical tensions, inflation, and the Crypto Winter are all headwinds for the industry. Despite these crisis management issues, wealth managers are still looking to build up capabilities in ESG, expand in key growth markets, unlock the benefits of more personalization, and integrate artificial intelligence within more areas of their business.


  • ESG remains the top issue for wealth managers.
  • Global wealth managers will increasingly jockey for position in China and India.
  • ChatGPT will be see extensive use in the advice market.
  • Inflation will be the main investor concern around the world.

Reasons to Buy

  • Understand the key trends impacting the wealth management industry in 2023 and how to respond.
  • Discover the effect of the succession of negative events in 2022 on the industry and how they will shape 2023 strategies.
  • Understand the best approach to client portfolio strategies amid current market conditions.
  • Learn about possible use cases for artificial intelligence in wealth management.
Product Code: GDFS0421IA

Table of Contents

Table of Contents


  • Recessionary Conditions
  • Cryptocurrencies
  • Russia/Ukraine Conflict
  • Inflation
  • Robo-Advice
  • AI and Personalization
  • Key Take-Outs


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Jeroen Van Heghe

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Christine Sirois

Manager - Americas


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