{"id":7970,"date":"2020-09-23T10:00:17","date_gmt":"2020-09-23T09:00:17","guid":{"rendered":"https:\/\/www.sage.com\/en-gb\/blog\/?p=7970"},"modified":"2026-01-29T10:09:46","modified_gmt":"2026-01-29T10:09:46","slug":"key-trends-wealth-asset-management","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-gb\/blog\/key-trends-wealth-asset-management\/","title":{"rendered":"Key trends changing the face of wealth and asset management"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-gb\/blog\/category\/money-matters\/\" class=\"entry-header__link\">Money Matters<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\tKey trends changing the face of wealth and asset management\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2020-09-23T10:00:17+01:00\">23 September, 2020<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"Key trends changing the face of wealth and asset management\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-gb\/blog\/key-trends-wealth-asset-management\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n<\/header>\n\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-gb\/blog\/author\/ruhulmoksud\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2020\/04\/Ruhul-Moksud-350x350.jpg\" class=\"entry-author__image\" alt=\"Ruhul Moksud\" srcset=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2020\/04\/Ruhul-Moksud-350x350.jpg 350w, https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2020\/04\/Ruhul-Moksud.jpg 600w\" sizes=\"auto, (max-width: 40px) 100vw, 40px\" \/>\t\t\t\t<span class=\"entry-author__name\">Ruhul Moksud<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p>How can you move forward in wealth and asset management, where coronavirus (COVID-19) has suddenly and intensely changed everything?<\/p>\n\n\n\n<p>In today&#8217;s environment, change is constant. In an unpredictable world, how can we move forward productively?<\/p>\n\n\n\n<p>Many of us have spent time working from home or remotely, and could continue to do so in the future. Many people have come to understand how reliant we have become on technology, both now and for the future.<\/p>\n\n\n\n<p>Financial services are evolving, and businesses around the globe will be facing their most significant challenges via changing financial and accounting processes.<\/p>\n\n\n\n<p>Yet, according to MIT Sloan and Capgemini, 90% of CEOs believe the digital economy will impact their industry, but less than 15% are executing on a digital strategy.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"#gate-d634ebd7-191a-46cd-9eb0-e21ec1f9c8e4\">Download your free Four key trends reshaping wealth and asset management guide<\/a><\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-you-get-four-key-trends-reshaping-wealth-and-asset-management\">What you get: Four key trends reshaping wealth and asset management<\/h2>\n\n\n\n<p>We&#8217;re here to help with our new guide, Four key trends reshaping wealth and asset management. Read it to understand some of the critical trends evolving in financial services.<\/p>\n\n\n\n<p>Topics covered in this extensive <a href=\"https:\/\/www.sage.com\/en-gb\/sage-business-cloud\/intacct\/industries\/financial-services\/\">wealth and asset management<\/a> guide include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How generational ownership change is pushing new technology preferences as an option<\/li>\n\n\n\n<li>Why the pace of disruption means digitisation is a fundamental need<\/li>\n\n\n\n<li>Embracing innovation and technology to provide more value-added services<\/li>\n\n\n\n<li>The emergence of new business models in financial services<\/li>\n\n\n\n<li>How the sharing economy will be embedded across the financial system<\/li>\n\n\n\n<li>The increasing use of peer-to-peer services<\/li>\n\n\n\n<li>The convergence of financial services on platforms<\/li>\n\n\n\n<li>Adapting your business through digital transformation<\/li>\n\n\n\n<li>Moving forward productively with technology<\/li>\n\n\n\n<li>Empowering your finance team with technology<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-understand-where-wealth-and-asset-management-is-going\">Understand where wealth and asset management is going<\/h2>\n\n\n\n<p>Technology is changing the financial world. But this means competitive pressures, with expectations from your clients ever higher.<\/p>\n\n\n\n<p>Wealth management firms need to deliver more value. Digital investments may help you achieve this goal and increase revenue, but where do you put it?<\/p>\n\n\n\n<p>Four key trends reshaping wealth and asset management will help you understand where the future of financial services is going, so you can take steps to move in the right direction.<\/p>\n\n\n\n<div class=\"single-cta gated-content\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Four key trends reshaping wealth and asset management<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Discover how general ownership change, disruption, the sharing economy and platforms are changing wealth and asset management.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-d634ebd7-191a-46cd-9eb0-e21ec1f9c8e4\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Download your free guide<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2022\/04\/GettyImages-1256317585-1440x810.jpg\" class=\"single-cta__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2022\/04\/GettyImages-1256317585-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to the Sage Advice newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Join more than 500,000 UK readers and get the best business admin strategies and tactics, as well as actionable advice to help your company thrive, in your inbox every month.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-b1a63862-3fa0-4a5e-bb67-c76b88bbc6b8\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe now<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2022\/04\/GettyImages-1073797282-1-1440x810.jpg\" class=\"single-cta__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2022\/04\/GettyImages-1073797282-1-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn about the four key trends that are changing wealth and asset management by reading this free guide.<\/p>\n","protected":false},"author":1027,"featured_media":2856,"menu_order":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_sage_video":false,"post_featured_image_hide":false,"footnotes":""},"categories":[139,6],"tags":[135,159],"business_type":[3],"lilypad":[],"context":[],"industry":[59],"persona":[68,71],"imagine_tag":[89],"coauthors":[521],"class_list":["post-7970","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-free-guides-templates","category-money-matters","tag-business-finances","tag-midsized-business","business_type-medium-sized-business","industry-financial-services"],"sage_meta":{"region":"en-gb","author_name":"Ruhul Moksud","featured_image":"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2017\/07\/GettyImages-668766377_super-scaled.jpg","imagine_tags":{"89":"Financial 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