critical thinking℠
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.
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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Global Investment Forum Asia 2025: Singapore
Join us in Singapore 28-29 April for the latest investment themes and opportunities with asset owners, asset managers and thought leaders. -
Investments
Global Investment Forums
Join asset owners, asset managers, and investment professionals to discuss themes shaping markets and investment practices.
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Large Asset Owner Barometer 2025
74 asset owners with more than US$2 trillion in assets under ownership share insights on portfolio positioning, plans and principal concerns. -
Global Investment Forum Asia 2025: Singapore
Join us in Singapore 28-29 April for the latest investment themes and opportunities with asset owners, asset managers and thought leaders.