Preparing for the Great Wealth Transfer:

embracing a digital-first approach while retaining the essential human connection

This year the great challenge facing wealth and asset managers, private banks and offices, and investment advisors is how to build services and capabilities that can meet the changing needs of the client while tackling heightening costs across the value chain.

Projections forecast that by 2030 more than two-thirds of wealth will be held by women, and the Great Wealth Transfer continues to loom large as the next generation of investors nears retirement age. One thing is clear: to navigate this changing and increasingly costly landscape, organizations will need to embrace technology behind the scenes. However, in an industry traditionally shaped by personal relationships, how can firms balance embracing a digital-first approach while retaining that essential human connection?

Discussion points:

  • From onboarding to reporting – what will excellent client experience in wealth management look like by 2030?
  • The ‘Great Wealth Transfer’ and beyond – how should products and propositions pivot to attract new market segments? How can firms demonstrate value to new and multi-generational client bases?
  • Self-service vs the human touch – Is a hybrid advisory approach the key to keeping up with the changing needs of a new generation of clients and remaining competitive?
  • Hyper-personalised, timely and relevant communications – how can asset managers provide more interactive, richer reporting and servicing options to build and retain trust?
  • How are firms currently dealing with both rising costs and regulatory pressures?
  • What opportunities will there be for diversifying services and products into other industries?


  • Karen Oakland, VP Vertical Marketing, Smart Communications
  • Cara Williams, Senior Partner, Global Lead Wealth Management and Multinational Client Lead for Wealth, & Global ESG Strategy Lead, Mercer
  • Chris Loake, Chief Technology & Operations Officer, C. Hoare & Co.
  • John Williams,Head of Wealth Planning, Nedbank Private Wealth