CFA Lecture

Competing for Growth: Oliver Wyman Outlook for the Asset and Wealth Mgmt. Industry 2021


Wealth and asset managers face a common set of challenges and opportunities. Reviewing their outlook together for the first time, we see them competing for common growth opportunities:

(i) extending private markets access,

(ii) capturing the next wave of ESG,

(iii) responding to new interest in crypto, and

(iv) offering more customization.