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June 4, 2026
Wealth Managers Say the Next Wave of Client Needs Extends Beyond Investment Management
Methodology
Data is from the June 2026 Capgemini "World Report Series 2026: Wealth Management" in collaboration with Phronesis Partners. 144 responses from wealth management executives worldwide were obtained during January 2026. Respondents were from pure-play wealth management firms (31%), universal banks (24%), asset managers with advisory services (17%), independent broker/dealer firms (15%), family offices (8%), and digital-first platforms (5%).Featured In
Wealth Management Trends 2026Chart Title
Wealth Managers Say the Next Wave of Client Needs Extends Beyond Investment ManagementPublication Date
June 4, 2026