📈 The UHNW client segment continues to grow steadily, while the mass affluent segment is becoming the most contested space as digital-led entrants broaden access to products ranging from model portfolios to structured investments and crypto.

⚙️ Continued margin pressure is accelerating the adoption of automation and AI, moving firms beyond isolated pilots and toward broader workflow transformation. At the same time, rising technology and vendor costs are pushing wealth managers to rethink sourcing and build more resilient supplier strategies.

📊 As firms plan for 2026 and beyond, the priority is clear: scaling efficiently in a more competitive, digital, and cost-constrained environment. Those that align growth ambitions with smarter operating models and more effective use of data and technology will be best positioned for what comes next.

Want to learn more?
To discuss how BCG Expand supports wealth managers in navigating these shifts, please reach out to
Youssef Intabli.