The Great Reordering

BCG

Michael Kahlich

Research

26 Pages

Boston Consulting Group examines how wealth management is being reordered by shifting booking centers, emerging market clients, family succession, and AI. The sharper takeaway is that wealth growth is strong, but the competitive map for serving it is becoming much less stable.

Key Takeaways

Global Wealth Reorders: Global financial wealth rose 10.7% to $333 trillion in 2025, while net wealth reached $550 trillion as equities surged 13.2%.
Booking Centers Concentrate: Cross border wealth rose 8.4% to $15.7 trillion, with the top ten booking centers taking almost 90% of new flows.
AI Economics Shift: AI first wealth managers could improve conversion by 10% to 25%, unlock 25% to 30% capacity, and lift revenue per advisor 15% to 20%.
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