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The future of wealth management: Balancing innovation, regulation, and client expectations | April 2025

Wealth management is evolving as client expectations shift, technology advances, and private markets become more accessible. 

In this episode of Critical Thinking, Amit Popat, Global Head of Financial Institutions at Mercer, speaks with Han Dieperink, Chief Investment Officer of Auréus, and Richard De Groot, Head of Global Investment Center at ABN AMRO Bank. Live from Mercer’s Global Investment Forum, they discuss how wealth managers can navigate these changes, balance regulatory demands, and leverage AI and innovation to deliver value to clients.

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