Kendrick Wakeman, CFA, Co-Founder and CEO of WealthTech Strategy Partners (WTSP), spoke at Suffolk University Business School in October 2025 on how technology, regulation, and demographics are reshaping wealth management.
His presentation touched on:
- WTSP believes WealthTech is entering a transformative era, driven by smarter technology, demographic change, and the convergence of institutional and retail models.
- Generation X now sits at the center of the wealth ecosystem, already in their peak earning and inheritance years and demanding digital fluency, transparency, and personalised service.
- Family office-as-a-service extends high-touch planning, tax, estate, and lending to the mass-affluent through scalable technology.
- AI’s greatest value lies in augmenting advisers through personalisation, compliance, and client engagement, not in replacing human advice.
- The “Alts 2 wealth” movement is opening private investments to smaller investors, though transparency and liquidity remain key challenges.
- A wave of corporate venture capital is giving major financial firms direct exposure to innovation while influencing their strategic roadmaps.
- With TAMPs and outsourced compliance tech accelerating, WealthTech is fast becoming the operating system of modern wealth management.
Click here to read the above on WTPS' website and to download the presentation.
