Report

Wealth Management Financial Trends and Strategic Opportunities 2025

The bank wealth management industry today is at an inflection point.
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Margins are under pressure despite market-driven asset gains, as organic growth slows and expenses escalate. Technology costs continue to rise, talent scarcity drives compensation above inflation, and the traditional profit model is strained by sluggish loan growth, falling net interest income, and persistent cost inflation.

This report offers actionable industry intelligence on how banks navigate a core wealth management challenge: sustaining growth amid margin compression. The data herein represent a sample of about 75 bank wealth managers and independent trust companies of all sizes.

Clients of Datos Insights’ Wealth Management service can download this report.

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