WealthTech and the Great Wealth Transfer

Over the next two decades, more than $83 trillion in private wealth will change hands globally, putting a new generation of asset owners in charge of much of the world's capital. These investors bring different priorities, a comfort with digital platforms, and an appetite for almost entirely new asset classes. Meanwhile, AI-driven advice, fractional investing, and automated portfolio tools are lowering the cost of wealth management and helping savers start compounding earlier. We will explore how technology and demographics are changing the way wealth is built, managed, and passed on.