We're back in action for episode 17 of the Kidbrooke Insights Podcast! 😊

Join Natalie and Zaliia as they unpack the key trends shaping the financial industry in 2025.

Starting with the ongoing geopolitical tensions, particularly between the US and China, driving global uncertainty and economic volatility. We explore the significant demographic changes; creating a higher demand for retirement planning, as well as emerging markets facing challenges around employment and financial inclusion.

The conversation turns to AI’s growing role in wealth management, highlighting how generative AI and large language models (LLMs) are transforming client interactions through personalised, intuitive digital experiences. We look at the importance of structured financial models to ensure reliability, mitigate risks, and maintain client trust.

Lastly, Natalie and Zaliia unpack Gen Z’s investment habits, their expectation for authenticity, digital-first experiences, and transparency, referencing insights from the Fund Information Review 2024 Sweden.

Tune in as Natalie and Zaliia discuss these fascinating shifts shaping the future of the financial industry.

Links:

https://www.economist.com/the-world-ahead/2024/11/18/the-three-forces-that-will-shape-2025

https://www.forbes.com/councils/forbesbusinesscouncil/2024/10/21/wealth-management-trends-to-watch-in-2025/

https://www.mckinsey.com/mgi/our-research/dependency-and-depopulation-confronting-the-consequences-of-a-new-demographic-reality

https://kidbrooke.com/2024/12/12/navigating-the-promise-and-perils-of-generative-ai-in-wealth-management/

https://www.forbes.com/sites/kolawolesamueladebayo/2025/01/20/experts-predict-the-bubble-may-burst-for-ai-in-2025/

https://www.thetimes.com/article/5614dab0-5632-11e9-a8f5-a9ee11ff7e6d

https://www.economist.com/the-economist-explains/2023/06/21/how-esg-became-part-of-americas-culture-wars

https://kidbrooke.com/2024/09/20/fund-information-review-2024-sweden/

https://www.ey.com/en_pk/newsroom/2024/12/investors-shun-long-term-esg-rewards-in-quest-for-short-term-gains