The wealth management sector is experiencing a significant transformation in 2025, fueled by the integration of cryptocurrency, artificial intelligence (AI), and environmental, social, and governance (ESG) strategies. Crypto has become a mainstream asset, with 47% of traditional hedge funds now holding digital assets. ESG considerations have evolved from marketing tools to legal requirements, with 41% of global investors incorporating these strategies.
AI is increasingly utilized for real-time portfolio updates and advisory services, enhancing transparency and responsiveness. Regional trends indicate Asia is at the forefront of adopting these innovations, while the U.S. and Europe encounter regulatory and trust issues. The Avaloq Wealth Insights 2025 survey reveals a global shift in investor behavior, with nearly 25% of investors accessing cryptocurrencies through banks and wealth managers.
Crypto, AI, and ESG Drive 2025 Wealth Management Transformation
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