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Asset & Wealth Management

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Asset & Wealth Management Overview

As a whole, asset and wealth management refers to investment management and financial planning. But to be more specific, they are two separate professions. Whilst asset management aiming to be growth driven represents the monitoring and management of a clients’ investments, wealth management emphasizing long-term wealth preservation targets affluent, high- and ultra-high-net-worth investors.

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Asset and wealth management is one of the fastest-growing sectors in the financial industry. It is estimated that AuM (asset under management) will have approximately doubled to US $145.4 trillion by 2025. This skyrocketing trend can be attributable to its holistic and goals-based services. Both management expertise covers areas of savings, investment, risk management and advisory catering to different financial needs of clients. Examples like HSBC, J.P. Morgan and Goldman Sachs can best illustrate the success of this industry. Still, several disruptive trends will affect the dynamics of this industry. Ever-changing demographics will bring a new generation of investors changing demand. Yet, their new preferences shaped by new technologies will demand higher standards regarding the delivery of advisory and investment products. With technological advancement, science-based advice via Robo advisors or analytics of big data may also put the industry on the cusp of transformation. Together with the rising regulatory burdens and increasing costs of risks, operation, compliance, credit, reputation, and strategies of the asset and wealth management industry will be challenged.

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