‘A customer-first strategy is pivotal to wealth management success’, according to the Capgemini 2022 World Wealth Management Report.

Last year saw huge wealth accumulated across the world as global economies recovered from the Covid setback, with the global HNWI population expanding by 7.8%, equating to 1.7 million new HNWIs.

More broadly, the report presented four key highlights:

🇺🇸 Equity markets continue to drive North America’s leadership in HNWI growth
🌱 A call from HNWIs for sustainable investing products is driving demand for quantifiable ESG impact
🧑 Personalisation at each client touchpoint is essential to captivate emerging segments
🖊️ Customer engagement is complex and requires C-level commitment to succeed