Financial services in transformation - asset and wealth management - S7E3

Financial services in transformation - asset and wealth management - S7E3

June 25, 2025 · 34 min · Season 7 · Episode 3

About this episode

The episode explores the trends impacting the asset and wealth management sector amidst market volatility and regulatory changes.

In the first of a three-part mini series exploring the trends impacting the financial services sub sectors, host Tessa Norman is joined by Albertha Charles, PwC UK and Global Asset and Wealth Management (AWM) Leader, and Andrew Strange, Director in PwC UK’s Regulatory Insights team, to take a deep dive into the drivers of change in the AWM sector. Against a backdrop of market volatility, shifting investor expectations, and increasing regulatory complexity, our expert guests explore the forces reshaping the AWM landscape - from the rapid rise of private markets to generational wealth transfer. We discuss how technology is driving change, enabling both operational efficiencies and new revenue opportunities through innovations such as tokenised funds and tech-as-a-service offerings. Our guests also unpack the UK’s policy drive for growth, examining regulatory initiatives including the FCA’s advice guidance boundary review, consumer composite investment regime, and outcomes-based model of supervision. We conclude with a look at how firms are rethinking strategy in light of these trends, and what will differentiate those that thrive in this period of transformation. You can contact…

People in this episode

Host: Tessa Norman

Guests: Albertha Charles, Andrew Strange

Topics covered

Keywords

Mentioned in this episode

Products: tokenised funds, tech-as-a-service

Places: UK

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