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EY Wealth Management Outlook 2018

EY Wealth Management Outlook . 2018 . Anticipating and seizing global growth potential in a challenging environment Executive summary 1 The global volume of net investable assets of high-net-worth individuals (HNWI+) will increase by around 25% to almost US$70 trillion by 2021. 2 Holistic Wealth Management will emerge as a new kind of digitalized business model. Holistic Wealth managers are expected to gain a market share of 30% by 2025. 3 Wealth managers with traditional business models will largely disappear from the market as a result. Traditional Wealth managers located in or operating out of the United 4 States are likely to survive in the international offshore business thanks to increasingly favorable conditions.

EY wealth management outlook — 2018 Anticipating and seizing global growth potential in a challenging environment

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