About this Episode #2:

The wealth management industry is on the verge of an unprecedented wealth transfer from the Baby Boomer generation, coupled with a rapid shift in client expectations and behaviors. What are the key challenges market players must understand to stay ahead?

The emergence of new affluent client profiles is reshaping the traditional private banking delivery model. This evolution may push players (RIAs, wirehouses, broker-dealers) toward strategic moves including M&A and partnerships. Should this be seen as a threat or an opportunity? How should market participants adapt their models to remain competitive? Technology is also driving democratization and cost-efficient services through robo-advisors, enabling broader market access with lower investable assets. Could the integration of GenAI become a turning point for the industry?

In a market dominated by the “Magnificent Seven,” how can asset managers outperform ETFs? How should firms approach new asset classes such as digital assets while managing client risk exposure and preserving long-term investment strategies?

Finally, what are the critical challenges involved in transforming the operating model while balancing regulatory requirements, cyber risks, personalization, digital services, and delivery efficiency?

Discover insights from Xavier Volatier, who has been operating in the US since 2017, as he shares perspectives on sector transformations, client coverage challenges, and what truly differentiates leading wealth managers.

About Audactus:

Audactus is a strategy and transformation consulting firm supporting organizations navigating strategic initiatives in an uncertain and constantly evolving environment. Our seasoned team continuously explores market developments and expansion opportunities, providing grounded recommendations to adapt business models and capabilities that maximize competitive advantages. We distinguish ourselves as a partner committed to supporting the entire business lifecycle—from exploration through to implementation of value creation strategies—while navigating operational complexities and resource constraints to ensure successful outcomes. Audactus delivers a unique combination of seasoned expertise and operating partners who provide actionable, holistic frameworks underpinned by hands-on case studies.

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