The Great Wealth Transfer is reshaping the future of wealth management. By 2030, nearly $10 trillion will change hands globally — including $3.5 trillion in Europe. For wealth management firms, this isn't just a financial event. It's a defining moment to reimagine how they attract, serve, and retain the next generation of investors. Our latest report, The State of Wealth Management 2025, explores how firms across EMEA are preparing for this shift — revealing where confidence is high, where challenges persist, and how technology and enablement can turn disruption into growth. Inside, you'll discover: 📲 How ready firms truly are to engage Millennial and Gen Z clients 🌐 The top challenges slowing digital transformation 💡 Where firms see the biggest opportunities for AI and automation The Great Wealth Transfer isn't just coming — it's already underway. The question is: will your firm be ready? Download the full report here ➡️ https://lnkd.in/ehybpmTi

The Great Wealth Transfer is reshaping the future of wealth management. By 2030, nearly $10 trillion will change hands globally — including $3.5 trillion in Europe. For wealth management firms, this isn't just a financial event. It's a defining moment to reimagine how they attract, serve, and retain the next generation of investors. Our latest report, The State of Wealth Management 2025, explores how firms across EMEA are preparing for this shift — revealing where confidence is high, where challenges persist, and how technology and enablement can turn disruption into growth. Inside, you'll discover: 📲 How ready firms truly are to engage Millennial and Gen Z clients 🌐 The top challenges slowing digital transformation 💡 Where firms see the biggest opportunities for AI and automation The Great Wealth Transfer isn't just coming — it's already underway. The question is: will your firm be ready? Download the full report here ➡️ https://lnkd.in/edTA3rfv

Global M&A hit $2T in first half 2025. But deal capabilities are getting rusty. The gap? Execution discipline. This is what separates the winners: 🧭 Strategic Intent Make M&A a growth engine. Not a cost lever. → Set a roadmap. Fund transformation fully. → Embed culture into your delivery plan. Regulators are moving faster than boards. → Plan for antitrust pushback early. → Build trust into the timeline. Tech drives synergy. But so does ESG. → AI creates leverage. → Sustainability earns investor confidence. ⚙️ Execution Discipline Start integration during diligence. → Align teams. Launch early pilots. → Don’t wait for Day One. Old tracking metrics won’t cut it. → Monitor NPS, culture signals, digital adoption. Not just cost targets. Model the risks. → Base case, downside, and digital disruption scenarios. 👥 Capability and Culture Cultural due diligence is non-negotiable. → Assess decision styles, leadership chemistry, and change readiness up front. Track C-suite and tech talent retention weekly. → Don’t just retain talent. → Activate their potential in new roles. Partnerships scale access. → But local relationships close complex deals. This is what disciplined M&A delivers: → Transformation-led strategy. → Execution before legal close. → Culture-first integration. The alternative? Join the 70% that destroy value instead of creating it. 🔁 Repost if you’re serious about smarter M&A. 📥 Join AI & Transformation Academy: https://cxo.fm ➕ Follow Rob Llewellyn for more on transformation.

The Great Wealth Transfer is reshaping the future of wealth management. By 2030, nearly $10 trillion will change hands globally — including $3.5 trillion in Europe. For wealth management firms, this isn't just a financial event. It's a defining moment to reimagine how they attract, serve, and retain the next generation of investors. Our latest report, The State of Wealth Management 2025, explores how firms across EMEA are preparing for this shift — revealing where confidence is high, where challenges persist, and how technology and enablement can turn disruption into growth. Inside, you'll discover: 📲 How ready firms truly are to engage Millennial and Gen Z clients 🌐 The top challenges slowing digital transformation 💡 Where firms see the biggest opportunities for AI and automation The Great Wealth Transfer isn't just coming — it's already underway. The question is: will your firm be ready? Download the full report here ➡️ https://lnkd.in/emZK2-sB

I have been thinking about how often investors talk themselves out of great companies. When something has already done well, the instinct is to wait for a pullback or to look for something less crowded. It feels safer. It almost never is. The companies shaping this cycle have built platforms that generate cash, attract talent, and adapt faster than most can understand. They are not just stocks in a portfolio. They are part of how the modern economy functions. People say they want to buy when things are cheap, yet few do. They say they want to hold for the long term, yet few can. The emotional need for certainty often costs more than volatility ever does. Unfortunately, comfort rarely compounds. Owning the AI giants requires patience and perspective. But when the world changes as fast as it does today, staying with quality and scale may be the most rational decision an investor can make. Hyperion Asset Management Limited are world class in this space and worth following to cut through the noise.

The “AI and Digital Transformation” panel brought together seasoned investors to explore how technology is reshaping asset management. As digital tools enable more sophisticated and efficient investment strategies, the conversation tackled a key question: how can asset managers cut through the hype and harness real innovation for a competitive edge?   Speakers included David Siegel, Co-Founder & Co-Chairman, Two Sigma, Richard Liu, Founding Partner, 5Y Capital, and Deven Parekh, Managing Director, Insight Partners, moderated by Samson Wong, Chief Investment Officer, Private Markets, Exchange Fund Investment Office, HKMA.   Curious about the future of tech-driven investing? Follow this page for more, or watch the replay: https://lnkd.in/gXPncMzV   #GlobalFinancialLeadersInvestmentSummit2025 #InvestmentSummit #Finance #Investment #ConversationswithGlobalInvestors #AI #digital #technology

Deloitte is out with the 2026 investment management outlook! This year we explore how IM firms are navigating a changing landscape, where AI, active ETFs, and private markets are reshaping growth models, and where scaling responsibly has become just as important as innovating quickly. What stood out most to me is the shift from experimentation to execution. Leaders are moving from isolated pilots to enterprise integration, and turning complexity into competitive advantage. Feel free to reach out if you are looking for answers to: 1️⃣ Is active management being rebuilt, repackaged, or both? 2️⃣ How quickly is regulatory change accelerating the reinvention of investment management? 3️⃣ What skills will define success in the next era of the investment management industry? 4️⃣ As AI matures, can investment firms scale it without losing control? Read the full report (link in the first comment). Happy to have a conversation! #investmentmanagement #ai #privatemarkets #etf #regulations

In our latest research, 'The 2025 M&A Report: The Brave New World of Dealmaking', we’re looking at the M&A market over the first nine months of the year – revealing that dealmakers aren’t just navigating uncertainty, they’re seizing it. Key highlights: • Global deal value is up 10% in the first 9 months of 2025, demonstrating resilience and recovery despite ongoing challenges.  • The majority of activity is US-led, with tech, energy, and industrials being the most active sectors.   • AI and advanced analytics aren’t optional anymore – they’re core tools in deal strategy, execution and due diligence.  • Forward-looking companies are using M&A not just to grow, but to transform their business models, portfolios, and footing for the future. Explore these insights and more in The Brave New World of Dealmaking: https://lnkd.in/eQ_P_kpE

🔮 How will Asset Management change with the introduction of AI by 2030? It's a question with many potential answers, but here are four trends I believe every property owner needs to address to stay competitive: 1️⃣ Fewer People, Larger Mandates, Higher Efficiency We are already seeing "AI-first" business analysts in entry-level positions. These individuals will drive change, eliminating old, inefficient workflows. Sooner or later, this will lead to more effectively managed mandates, where labour-intensive, low-value tasks are completed by agentic AI or made redundant by smarter systems. 2️⃣ Data Infrastructure as a Competitive Advantage Legacy systems and fragmented data infrastructure will slow down the adoption of new technologies. This will eventually lead to a competitive class of real estate investors who outperform incumbent owners and accrue new, larger mandates—all because of the alpha they can generate through technology. Failure to invest will be costly. 3️⃣ Market Access Will Change (Get Ready for Remote mandates) As assets become more digital, their management also opens up to more remote models. 💻 While some activities will always benefit from a local "boots on the ground" strategy, that piece of the pie will shrink, and more competitors will be fighting for it from further away. 4️⃣ Rising Regulatory Requirements & Data Transparency When we suddenly get an efficient method for measuring ESG, CSRD, and other compliance frameworks, regulators will mature and adopt stricter requirements. Preparing for today's "minimum viable compliance" will likely mean higher investment over time to stay compliant. Investing early in scalable compliance systems will be key. These are four of my personal views on what the future of asset management looks like. Obviously, I don't have a magic 8-ball 🎱, and these trends might move slower or faster depending on the rate of change in AI (which has been incredibly high in the last couple of years). You can agree or disagree with these trends, but the more important question is: How is your organization preparing for this future? Change is the only certainty. #AssetManagement #AI #RealEstate #PropTech #FutureOfWork #Innovation #ESG #CSRD