Top Wealth Management Trends: 2021 Edition

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
30 November 2020


Download your free sample here:

The wealth management industry will face headwinds in 2021 as the effects of the COVID-19 pandemic continue to ripple through society. Celent foresees a year in which financial institutions and vendors strive to innovate outdated systems while controlling spending. Against the backdrop of COVID-19, the broadening of the wealth management client base, disintermediation of distribution models, and subsequent democratization of wealth management will play a significant role in altering the traditional operating model and make 2021 a pivotal year of innovation for wealth managers.

Celent identifies 10 interconnected trends affecting the wealth management industry in 2021. These trends are grouped into three broad categories: external forces and trends, internal responses, and demographic shifts. The overarching theme of 2021 is the Wealth Management Client Journey.

Whether or not 2021 brings a return to normalcy, wealth managers should build on their hard-fought gains from this year and refocus on the secular trends that are inexorably changing the core of the industry.