The Future of Wealth & Investment Management:
Defining the Winning Product, Channel, & Tactical Strategies
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Date Published: October 31, 2023
Summary PowerPoint Deck: 580 Slides
Reference PowerPoint Deck: 1,953 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the future of wealth & investment management. The core of the research starts by addressing the key driving factors of the economy & markets, natural disasters, world affairs, financial services industry stumbles, consumer & institutional wealth, and the legislative & regulatory environment. The research then outlines the key types of financial products & services, including core services, managed funds products, and other products & services, with a focus on three key growth areas - exchange traded funds (ETFs) & indexing, payments, and wealth management services. The research continues with an overview of the three core markets & distribution channels, including wealth management firms, institutional markets, & international markets, with a focus on the likely winning markets & distribution channels (namely discount & online brokerage firms, fee-based financial advisors (RIAs), & emerging markets). The research also addresses wealth & investment management winning tactics, including developing marketing & lead generation strategies, leveraging technology & outsourcing, developing appropriate staffing & compensation models, and developing winning firm cultures. And the research concludes by defining the most exciting financial services industry investment opportunities, including those in venture capital, public securities, & private equity.
The research begins by addressing some broadly debated issues, including wealth & investment management firms' role in the economy; the oligopoly trend; government backstops & the too-big-to-fail debate; governance issues including built in conflicts & moral hazard; the growing shadow banking system; and increasing cross-border issues such as Asian & other state controlled financial institutions gain global market share and have varying regulations.
This research addresses the distinct historical phases of the wealth & investment management industry, including:
Date Published: October 31, 2023
Summary PowerPoint Deck: 580 Slides
Reference PowerPoint Deck: 1,953 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the future of wealth & investment management. The core of the research starts by addressing the key driving factors of the economy & markets, natural disasters, world affairs, financial services industry stumbles, consumer & institutional wealth, and the legislative & regulatory environment. The research then outlines the key types of financial products & services, including core services, managed funds products, and other products & services, with a focus on three key growth areas - exchange traded funds (ETFs) & indexing, payments, and wealth management services. The research continues with an overview of the three core markets & distribution channels, including wealth management firms, institutional markets, & international markets, with a focus on the likely winning markets & distribution channels (namely discount & online brokerage firms, fee-based financial advisors (RIAs), & emerging markets). The research also addresses wealth & investment management winning tactics, including developing marketing & lead generation strategies, leveraging technology & outsourcing, developing appropriate staffing & compensation models, and developing winning firm cultures. And the research concludes by defining the most exciting financial services industry investment opportunities, including those in venture capital, public securities, & private equity.
The research begins by addressing some broadly debated issues, including wealth & investment management firms' role in the economy; the oligopoly trend; government backstops & the too-big-to-fail debate; governance issues including built in conflicts & moral hazard; the growing shadow banking system; and increasing cross-border issues such as Asian & other state controlled financial institutions gain global market share and have varying regulations.
This research addresses the distinct historical phases of the wealth & investment management industry, including:
- Emergence Phase
- Financial Product Development Phase
- Markets & Distribution Channels Development Phase
- Maturization Phase
- Wealth & Investment Management Key Driving Factors
- Wealth & Investment Management Products & Services
- Wealth & Investment Management Markets & Distribution Channels
- Wealth & Investment Management Winning Tactics
- Wealth & Investment Management Investment Opportunities
- Substantial Growth in Wealth & Investment Management
- Continued Growth in Shadow Banks
- End of Trend Toward Universal Banks
- Transformation of Role of Banks in New Financial Intermediary Model Centered on Securitization
- Importance of Interest Rates to Both Savers & Financial Services Firms
- Increasing Regulations But Unsuccessful Movement to Break Up the Largest Financial Institutions
- Continued Focus on Retirement Income & More Risk Adverse Consumers
- Emergence & Importance of Women & Gen X Consumers
- Emergence of Unbanked Consumers in Emerging Markets
- Digitization of Delivery & Maturization of the Role of Financial Advisors
- Emergence of Institutionalized Sales & Marketing, Technology & Outsourcing, and Staffing & Compensation Tactics
- Recovering Financial Services Industry Public & Private Investing Opportunities
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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:
Non-Tiburon Members:
Non-Tiburon members can subscribe to this Tiburon Research by clicking on the button below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
