Wealth 2022: Wealth and Asset Management Firms Need to Get the Trust Equation Right When Going Digital

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Screenshot of the first page of Wealth 2022: Wealth and Asset Management Firms Need to Get the Trust Equation Right When Going Digital

This article summarizes some of the key points made at a Protiviti media breakfast in London talking about the impact of digitalization on the wealth and asset management sector, as discussed in Roubini ThoughtLab’s report, Wealth & Asset Management 2022: The Path to Digital Leadership, which Protiviti co-sponsored. The demographic shift in wealth to the millennial generation will force a change in how to conduct business.

Topics discussed include the eight steps to digital leadership and whether it would be more advisable for companies to be “followers” rather than digital leaders.

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