research download

The Wealth Management Firm of 2025

Objectway + Compeer

Investigating the key issues firms are currently facing, where improvements are required and how they believe the industry will evolve over the next five years, forming an image of the Wealth Management firm of 2025.

By 2025 an ideal scenario for the wealth management industry will be a series of scalable firms, with margins increasing and efficiency gains across the front and back offices. However, based on current findings this will require significant changes for a large proportion of firms and so may take more than 5 years to achieve.

Therefore we asked firms how they expect to shape up in 5 years time, outlining where the major changes will occur.

Read the full research now!