2025 investment trends: The updated reality in wealth management

'The future of wealth management will lie in personalisation'

clock • 4 min read

Julia Khandoshko unwraps the key investment trends that await the wealth management sector in 2025

The year 2025 is now upon us, ushering in the promise of transformative changes and new opportunities across many fields. The wealth management industry will not stay away and will be transformed by shifts in geopolitics, economics, and technological progress. In this article, let's unwrap a few trends that await the industry in a new season.  The Fed's monetary policy transition The Federal Reserve's actions will remain a central focus for global markets. Since March 2022, the Fed has raised rates from 0.25% to 5.5%, marking a monetary tightening cycle. However, by 2025, this traje...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Economics / Markets

Trump's presidency and tariffs: Advice industry shares views

Trump's presidency and tariffs: Advice industry shares views

‘Stark raving mad’ but ‘great’ for US firms

Isabel Baxter
clock 18 February 2025 • 4 min read
Five-fold surge in advisers buying gilts for clients in 2024

Five-fold surge in advisers buying gilts for clients in 2024

AJ Bell finds 436% increase in gilt purchases on its Investcentre

Isabel Baxter
clock 10 February 2025 • 1 min read
Bank of England cuts interest rates by 25bps to lowest level in 18 months

Bank of England cuts interest rates by 25bps to lowest level in 18 months

First MPC meeting of the year

Sorin Dojan
clock 06 February 2025 • 3 min read