Critical thinking
Critical thinking
Mercer, a Marsh business
The future of wealth management: Balancing innovation, regulation, and client expectations
13 minutes Posted Apr 10, 2025 at 3:00 pm.
0:00
13:02
Download MP3
Show notes
In this episode of Critical Thinking, Amit Popat, Global Head of Financial Institutions at Mercer, is joined by Han Dieperink, Chief Investment Officer of Auréus, and Richard De Groot, Head of Global Investment Center at ABN AMRO Bank. Recorded live at Mercer’s Global Investment Forum, together they explore how the wealth management industry is adapting to shifting client expectations, regulatory pressures, and advancements in technology. Key takeaways include: Evolving client expectati...