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The Future of
Wealth Management
The Future of
Wealth Management
The Future of
Wealth Management
The Future of
Wealth Management
You Should Have These WealthTech Trends on Your Radar in 2025!
You Should Have These WealthTech Trends on Your Radar in 2025!
You Should Have These WealthTech Trends on Your Radar in 2025!
You should have these WealthTech trends on your radar in
2025!
How will we invest in the future? Which asset classes offer the most potential? What regulatory updates will shape the industry in 2025?
The WealthTech Radar 2025 delivers expert insights into the key topics shaping the future of our industry – clearly explained and analyzed by 23 leading professionals.
How will we invest in the future? Which asset classes offer the most potential? Which regulatory updates are relevant for the industry in 2025?
The WealthTech Radar 2025 provides
you with well-founded insights into the major future topics of our industry - clearly and understandably analysed by 23 experts.
3 Reasons to Read the Radar
In the WealthTech Radar 2024, we analyzed 22 pioneering trends with 23 experts to provide you with valuable insights and a competitive edge in the world of wealth management.
In the WealthTech Radar 2024, we have analysed 22 groundbreaking trends with 23 experts to provide you with well-founded insights and a head start in the wealth management world.
22 Trends
Together with our experts, we have analyzed 22 new trends so that you are always one step ahead.
96 Pages of Innovation
Detailed insights into key areas of the investment landscape - asset classes, services, and infrastructure.
23 Expert Opinions
The WealthTech Radar 2025 covers trends from the idea to the commodity.
3 Reasons,
to Read the Radar
In the WealthTech Radar 2024, we analyzed 22 pioneering trends with 23 experts to provide you with valuable insights and a competitive edge in the world of wealth management.
22 Trends
Together with our experts, we have analyzed 22 new trends so that you are always one step ahead.
96 Pages of Innovation
Detailed insights into key areas of the investment landscape - asset classes, services, and infrastructure.
23 Expert Opinions
The WealthTech Radar 2025 covers trends from the idea to the commodity.
3 Reasons to Read the Radar
In the WealthTech Radar 2025, we have analyzed 22 groundbreaking trends with 23 experts to provide you with informed insights and
a head start in the Wealth Management world.
22 Trends
Together with our experts, we have analyzed 22 new trends so that you are always one step ahead.
96 Pages of Innovation
Detailed insights into key areas of the investment landscape - asset classes, services, and infrastructure.
23 Expert Opinions
The WealthTech Radar 2025 covers trends from the idea to the commodity.
3 Reasons to Read the Radar
In the WealthTech Radar 2024, we analyzed 22 pioneering trends with 23 experts to provide you with valuable insights and a competitive edge in the world of wealth management.
22 Trends
Together with our experts, we have analyzed 22 new trends so that you are always one step ahead.
96 Pages of Innovation
Detailed insights into key areas of the investment landscape - asset classes, services, and infrastructure.
23 Expert Opinions
The WealthTech Radar 2025 covers trends from the idea to the commodity.
23 High-Profile Experts as Co-Authors
23 High-Profile Experts as Co-Authors
23 Experts as
Co-Authors
23 High-Profile Experts as Co-Authors
22 Trends
22 Trends
22 Trends
Which products find their way into strategic asset allocation in wealth management? Which asset classes promise the greatest potential?
Which products find their way into the strategic asset allocation in Wealth Management?
Which asset classes promise the greatest potential?
The radar provides you with an overview of the 22 most relevant trends in Wealth Management:
Crypto Assets
Private Equity / Venture Capital
Fractional Stocks
Private Debt
Alternative Asset Market Place
AI
Personalized Indexing
Digital Custody
etc.
4 Stages of Innovation
4 Stages of Innovation
4 Stages of Innovation
After months of research work, the editorial team has analyzed every trend in detail and categorized them with the co-authors into the following four maturity levels:
1
Idea Stage
Trends are thought experiments or visions.
Idea Stage
Trends are thought experiments or visions.
2
Innovation Stage
Here initial start-ups or offers on the market are emerging.
Innovation Stage
Here, the first start-ups or market offerings are emerging.
3
Growth Stage
First market participants are proving themselves and recording strong growth.
Growth Stage
First market participants are proving themselves and recording strong growth.
4
Commodity Stage
Services that have already established themselves in the broad mass.
Commodity Stage
Services that have already become established in the broad market.
3 Categories
3 Categories
3 Categories
So that you can always keep track of the most important developments, we have divided all trends in the Radar into three main categories:
1
Asset classes: Digital Products, Crypto Assets, Private Debt, Real Estate, and more.
2
Services: AI, ESG Regulations, Personalised Indexing, SAA & Portfolio Optimization and much more.
3
Infrastructure: Asset Management as a Service, Asset Tokenization, and much more.
Quotes From Our Experts
Quotes From Our Experts
Nicola Breyer
Open Finance Advisor & ex-CEO
Open Finance is the basis for the meaningful use of AI agents in our industry.
Sebastian Ahlhorn
Global Head UHNWI
& Family Offices, Commerzbank
A gigantic transfer of wealth is imminent. Those who plan strategically early and engage the right advisors can secure their assets and optimally prepare subsequent generations.
Britta Weidenbach
Managing Partner,
AURETAS Family Trust
A strategic asset allocation should be able to seize opportunities globally across all asset classes and only take on risks that one consciously wishes to accept.
Nicola Breyer
Open Finance Advisor & ex-CEO
Open Finance is the basis for the meaningful use of AI agents in our industry.
Britta Weidenbach
Managing Partner, AURETAS Family Trust
A strategic asset allocation should be able to capitalise on opportunities globally across all asset classes and only take risks that one wants to take consciously.
Sebastian Ahlhorn
Global Head UHNWI & Family Offices, Commerzbank
The use of precise, up-to-date, and structured data can significantly transform the entire value chain.
Nicola Breyer
Open Finance Advisor & ex-CEO
Open Finance is the basis for the meaningful use of AI agents in our industry.
Britta Weidenbach
Managing Partner, AURETAS Family Trust
A strategic asset allocation should be able to capitalise on opportunities globally across all asset classes and only take risks that one wants to take consciously.
Sebastian Ahlhorn
Global Head UHNWI & Family Offices, Commerzbank
The use of precise, up-to-date, and structured data can significantly transform the entire value chain.
Quotes From Our Experts
Nicola Breyer
Open Finance Advisor & ex-CEO
Open Finance is the basis for the meaningful use of AI agents in our industry.
Sebastian Ahlhorn
Global Head UHNWI
& Family Offices, Commerzbank
A gigantic transfer of wealth is imminent. Those who plan strategically early and engage the right advisors can secure their assets and optimally prepare subsequent generations.
Britta Weidenbach
Managing Partner,
AURETAS Family Trust
A strategic asset allocation should be able to seize opportunities globally across all asset classes and only take on risks that one consciously wishes to accept.
Nicola Breyer
Open Finance Advisor & ex-CEO
Open Finance is the basis for the meaningful use of AI agents in our industry.
Britta Weidenbach
Managing Partner, AURETAS Family Trust
A strategic asset allocation should be able to capitalise on opportunities globally across all asset classes and only take risks that one wants to take consciously.
Sebastian Ahlhorn
Global Head UHNWI & Family Offices, Commerzbank
The use of precise, up-to-date, and structured data can significantly transform the entire value chain.
Quotes From Our Experts
Nicola Breyer
Open Finance Advisor & ex-CEO
Open Finance is the basis for the meaningful use of AI agents in our industry.
Sebastian Ahlhorn
Global Head UHNWI
& Family Offices, Commerzbank
A gigantic transfer of wealth is imminent. Those who plan strategically early and engage the right advisors can secure their assets and optimally prepare subsequent generations.
Britta Weidenbach
Managing Partner,
AURETAS Family Trust
A strategic asset allocation should be able to seize opportunities globally across all asset classes and only take on risks that one consciously wishes to accept.
Nicola Breyer
Open Finance Advisor & ex-CEO
Open Finance is the basis for the meaningful use of AI agents in our industry.
Britta Weidenbach
Managing Partner, AURETAS Family Trust
A strategic asset allocation should be able to capitalise on opportunities globally across all asset classes and only take risks that one wants to take consciously.
Sebastian Ahlhorn
Global Head UHNWI & Family Offices, Commerzbank
The use of precise, up-to-date, and structured data can significantly transform the entire value chain.
View Into the Radar (Preview)
View Into the Radar (Preview)
View Into the Radar (Preview)
WealthTech Radar 2025
WealthTech Radar 2025
WealthTech Radar 2025
WealthTech Radar 2025
Download your WealthTech Radar now!
Download your WealthTech Radar now!
Download your WealthTech Radar now!
Download your WealthTech Radar now!
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Management Software
Features Fincite CIOS
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Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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