We are pleased to announce the publication of the Future View Toolkit 2025, the latest in our series of Toolkit reports focused on the key themes and currents impacting wealth management around the world. Each Toolkit report focuses on a key industry theme, segment, or geography.
This report focuses on the ways in which the wealth management industry across the world is future-proofing itself amid technological change, increasing compliance demands, advanced client expectations, and new operational models.
It features contributions from a total of nine industry participants, all bringing different perspectives to the challenges and opportunities that come with the future-proofing of this sector. Among these are six contributors from technology vendors who have each contributed a topic-focused Showcase profiling an individal solution.
We would like to thank the report contributors for their insight into the drive to future-proof our industry. For our readers, we hope this report is valuable. We look forward to sharing more knowledge resources with you in the near future — see below for further details.
Discover today how wealth management is preparing for the future. Read the report here.
The Future View Toolkit 2025 describes a wealth management sector where technology is no longer just a set of tools but an entire operating environment. The sector is modernising its infrastructure, reimagining the adviser-client relationship, and building organisational models capable of absorbing constant change.
Artificial intelligence will reshape the value chain from front office engagement to back office processing. But, as the contributors to this Toolkit argue, it’s the foundations beneath AI that are essential to get right: clean, connected data; coherent operating models; and governance frameworks that make automation safe, explainable, and scalable. It’s the embedding and integration of technology, not the acquisition of it, that will really make the difference between success and failure.
The Future View Toolkit 2025 invites readers to look beyond the hype cycles and examine the structural transformations required to build wealth management businesses that are resilient, scalable, and relevant for decades to come. It paints a picture not of disruption for its own sake, but of purposeful evolution: an industry redesigning itself to meet the demands of a more complex, digital, and interconnected world.
Data insights
We open with a scene-setter profile of the different aspects of wealth management that are undergoing change and to which the industry must adapt. Our Data Insights section provides a curated collection of relevant insights and data points, to provide an empirical foundation for the insights that follow in the report. It highlights the trends, challenges, and opportunities associated with future-readiness in wealth management, and offers valuable perspectives for industry professionals operating across the world.
Industry perspectives
In this section, we present insights from three thought leaders who in their different ways are at the forefront of future-proofing the wealth management sector.
First, we present the conclusions of a global study of investment firms conducted by research firm ThoughtLab, revealing how investment firms are integrating AI at scale, the obstacles they face, and the best practices setting leaders apart. Next, AI-focused strategic adviser James Ward argues that future-proofing requires an infrastructure-first mindset, urging firms to prioritise modularity, integration, and disciplined governance over hype-driven adoption. Finally, we present an examination from Deloitte Luxembourg of the rise of agentic AI and its potential to redefine the role of relationship managers.
Showcases
The report also presents six showcases featuring individual technology solutions for the future-readiness of wealth management. These include:
- Showcase #1 — Redefining adviser efficiency (Contributed by LSEG)
In a rapidly evolving wealth management landscape, advisers face mounting pressure to deliver personalised, timely insights. Yet fragmented systems and rising complexity hinder productivity. The industry must rethink workflows, embrace interoperability, and harness AI to empower advisers and elevate client experiences.
- Showcase #2 — Integration standardisation (Contributed by Precept)
Technology promised acceleration; instead, it delivered an obstacle course. Standardisation is the way out of vendor sprawl.
- Showcase #3 — Securing investment platforms (Contributed by LexisNexis Risk Solutions)
Increasing digitalisation in investment services is expanding opportunities for fraud, highlighting rising threats like identity theft, account takeover, and AI-driven scams. This article explains how seamless customer experience can be balanced with strong fraud prevention, adopting layered risk controls, and meeting evolving regulatory expectations.
- Showcase #4 — The rise of embedded wealth (Contributed by WealthOS)
Embedded wealth transforms financial engagement by positioning savings, investment, and retirement products directly inside the digital services people use every day. This seamless integration makes responsible financial growth an effortless part of modern life. Expanding wealth access to digital spaces redefines how, where, and when people build their financial futures.
- Showcase #5 — Family office technology consolidation (Contributed by Altoo)
Family offices are consolidating their technology infrastructure through integrated digital wealth platforms. This article highlights trends in IT outsourcing, cybersecurity, data integration, and SaaS adoption — showing how unified, secure, and intelligent systems are becoming essential for efficient, future-ready wealth management.
- Showcase #6 — Future-ready family offices (Contributed by Lightbox Wealth)
Family offices are stuck in inefficient, costly workflows while AI capabilities accelerate ahead of governance. This article explains why meaningful transformation requires structured policies, controls, and full-scale integration, showing how governed AI can reduce drag, improve decision-making, and future-proof the organisation.
Interested in reading the Future View Toolkit 2025? You can read and download the report online here.
ABOUT THE TOOLKIT REPORT SERIES
The Toolkit Report Series covers thematic, geography and wealth manager segment-focused reports, each tasked with delving into the topics and supporting technologies of relevance to help wealth managers of all types better understand how they should bring technology into their business and in which areas.
Next in the series, we are looking at the US Registered Investment Advisor market in our US RIA Toolkit – discover more here.
ABOUT THE WEALTH MOSAIC
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry. Built around a curated and constantly growing and evolving directory of solution providers to the wealth management sector across the world, our business is founded on five core principles that make us different from other offerings in the market:
- Wealth management-focused
- Directory-first
- Research-led
- Online-first
- Accessible
Behind this report, the engine room of our business in delivering all of the above is our website. This is available to any user 24/7, 365-days a year. As of July 2024, our website hosts over 2,750 solution provider profiles and hosts over 6,250 solution profiles from these businesses. Each of these solutions is tagged to at least one of the 39 headline Business needs categories across our first two live marketplaces (Technology and Data, and Consulting, Research and Support Services). These Business needs categories create the first level of filtering around our Solution Provider Directory.
Alongside our core directory focus, we continue to add and further develop the content, knowledge resources, and tools within our platform to support the user in their discovery, learning and engagement process.
For Wealth Managers
For wealth managers, the buy side of our marketplace, TWM is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For Solution Providers
For solution providers and vendors, the sell side of our marketplace, TWM exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
Discover our latest reports!
- UK Toolkit 2025 – read here
- European WealthTech Landscape Report 2025 – read here
- AI Toolkit 2025 – read here
- Client Experience Toolkit 2024 – read here
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