Global wealth management and ownership shifts

The global financial landscape is experiencing structural transformations characterized by shifts in wealth ownership and management methodologies.

One significant trend involves women gaining increasing control over global financial assets. Currently holding approximately one-third of the world’s investable private wealth, women are projected to control nearly 40% of wealth in the United States by 2030. This transition is expected to accelerate as nearly $105 trillion changes hands by 2045, driven largely by Baby Boomer women assuming control of roughly $40 trillion. While this represents a potential power transfer, experts note that women still face challenges regarding representation in investment committees and capital allocation networks.

Parallel to these demographic shifts, wealth management is being reshaped by technological and strategic evolutions. Artificial intelligence is becoming central to infrastructure, with generative AI being used for portfolio administration and predictive analytics. Additionally, impact investing has moved from a niche sector to a cornerstone of professional management, as investors increasingly integrate Environmental, Social, and Governance (ESG) criteria to align financial growth with societal and environmental outcomes.