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FN Wealth Management Survey 2024

1.What is your current employer?
2.What is the biggest challenge facing the wealth management sector today?
3.How do you expect M&A activity in the sector to play out over the next 12 months?
4.Have new regulations introduced over the past several years like the Consumer Duty made the industry better or worse? Please explain (responses are anonymous).
5.How important is the adoption of AI for the wealth management industry?
6.Will wealth managers cut more jobs in the next 12 months?
7.How would you rate the wealth management industry's approach to diversity, equity and inclusion on a scale of 1 to 5, with 1 being the worst and 5 being excellent?
8.Which area of the market will offer the biggest growth opportunity over the next 12 months?
9.What impact will City listings reforms have on wealth managers' allocations to UK stocks?
10.How will banks' revenue generation from wealth management activities change over the next 12 months?
11.Will introducing bonuses for investment bankers to refer clients to banks' private wealth divisions work?
12.Do you expect to see an increase or decrease in wealth managers launching ESG/sustainable portfolios in 2025?
13.Do you expect wealth managers to allocate more towards passive investments over the next 12 months?
14.What is the biggest risk that will impact client portfolios over the next 12 months?
15.Will Switzerland keep its crown in the high-net worth market following the merger between Credit Suisse and UBS?