Global study by Ortec Finance shows wealth managers expect 20% client growth over 3 years, driven by affluent individuals and tech investments.

A global study by Ortec Finance indicates that wealth managers expect substantial client growth over the next three years, with nearly two-thirds anticipating a 20% increase. This surge is driven by the rising number of mass affluent and high net worth individuals, alongside increased technology investments by firms. About 75% of respondents noted growing demand from these clients, while 55% cited technology as a key growth factor.

September 03, 2024
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