Tiburon CEO Summit XLV Keynote Presentation:

Key Wealth & Investment Management (& WealthTech) Trends

Recently Released!!!
Date Published: November 7, 2023
Summary PowerPoint Deck: 219 Slides
Reference PowerPoint Deck: 219 Slides


The purpose of this research is to provide readers with a broad strategic overview of the wealth & investment management business. The below PowerPoint document is the presentation made by Tiburon's managing partner at the most recent Tiburon CEO Summit. The purpose of this presentation was to to offer a unique method of summarizing a broad set of industry views, to set a discussion agenda for Tiburon CEO Summit XLV, and to introduce over 75 speakers. Along with the more comprehensive Tiburon research document The Future of Wealth & Investment Management, this presentation offers a broad overview of the wealth & investment management business.

This research highlights the five key wealth & investment management industry trends, including:
  • Evolving Target Clients
    • Money in Motion & NextGen Clients
    • Mass Affluent, Including Single Digit Millionaires
  • Evolving Products & Services
    • Managed Accounts & Managed Account Programs
    • Exchange Traded Funds (ETFs), Personalized (Direct) Indexing, & Declining Investment Management Fees
    • Alternative Investments (Including Cryptocurrencies (Digital Assets))
    • Sustainable Investing (Values Based Investing)
    • Comprehensive Financial Planning & Big Five Service Expansion Opportunities
  • Evolving Markets & Channels
    • Lack of Dominant Wealth Management Firm and Limited Wealth Management Organic Growth, with Dominance of Fidelity, Schwab, Morgan Stanley, & Vanguard
    • Full-Service Brokerage Firms
    • Discount & Online Brokerage Firms
    • Break-Away Brokers, Independent Advisors, & Growing Concentration Within Fee-Based Financial Advisors (RIAs)
  • Evolving Business Tactics
    • Marketing & Lead Generation
      • Digital Marketing
      • Workplace Marketing
    • Client Service, Technology, & Outsourcing
      • Front Office Technology: Personalization, Hybrid &/or Virtual Delivery, and Artificial Intelligence
      • Back Office Technology: Extension From Comprehensive WealthTech Platforms & Centralized Investment Management to Additional Products & Services and Even Custody
  • Evolving Industry Structures
    • Investment Management Firms
      • Venture Capital
      • Mergers & Acquisitions
      • Initial Public Offerings (IPOs)
    • WealthTech Firms
      • Venture Capital
      • Mergers & Acquisitions
      • Initial Public Offerings (IPOs)
    • Wealth Management Firms
      • Venture Capital
      • Mergers & Acquisitions
      • Initial Public Offerings (IPOs)





Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:

Tiburon suggests Tiburon members start by downloading the well-organized summary PowerPoint presentation and/or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis, although some slides will be incomplete. Tiburon Podcasts will be recorded in 2024-2025. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.

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Media Members:
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