Perspectives A Wealth of Opportunity
Sep 18, 2025
In this engaging discussion, Govinda Quish, Head of wealth product at MSCI, and April Rudin, Founder of The Rudin Group, tackle the great wealth transition reshaping the financial landscape. They explore how generational changes influence wealth management, emphasizing the need for tailored, tech-driven solutions. The duo also delves into market uncertainties and the rising importance of private assets. They highlight innovative approaches using AI and scenario analysis to enhance client experiences and meet evolving expectations.
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Generational Shift Reshapes Wealth Management
- The wealth management industry is undergoing a generational leadership and client shift as baby-boomer advisors and clients transition wealth to younger cohorts.
- Technology and personalization expectations from new clients are driving a redefinition of how firms deliver wealth services.
Wealth Transfer Is Complex, Not Binary
- The great wealth transfer mainly flows from baby boomers to Gen X, not directly to Gen Z, and longevity is changing decumulation dynamics.
- Horizontal transfers—especially from men to women—are material and reshape client demographics and needs.
Design For Women, Not Tokenize Them
- Do not treat women as an afterthought in wealth strategy: integrate them into product design, messaging, and service models.
- Build offerings that reflect women's longevity, values, and different financial priorities.
