Risk management
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Wealth Management Briefing
We decode the trends and analyze the emerging opportunities and challenges reshaping wealth management portfolios today.
From shifting asset allocations and the democratization of private markets to evolving client expectations and growing regulatory complexity. With a focus on delivering clear, strategic insights, designed to help wealth managers navigate complexity and seek to position portfolios for long-term success.
This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.
Latest episodes
The future of wealth management: Balancing innovation, regulation, and client expectations | April 2025
Wealth management is evolving as client expectations shift, technology advances, and private markets become more accessible.
In this episode of Critical Thinking, Amit Popat, Global Head of Financial Institutions at Mercer, speaks with Han Dieperink, Chief Investment Officer of Auréus, and Richard De Groot, Head of Global Investment Center at ABN AMRO Bank. Live from Mercer’s Global Investment Forum, they discuss how wealth managers can navigate these changes, balance regulatory demands, and leverage AI and innovation to deliver value to clients.
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