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The Evolution of the Multi-Asset Wealth Manager in the Digital Asset Era
SUMMARY
- Generational regime change: We are entering the largest intergenerational wealth transfer in history (US$83.5 trillion), creating a massive onboarding opportunity for wealth managers to capture "Next-Gen" clients who view digital assets as essential.
- In the US, Gen-Z is now four times more likely to own crypto (42%) than traditional retirement accounts (11%).
- Challenges of traditional diversification: The 60/40 portfolio faces structural headwinds—driven by the positive correlation between stocks and bonds—forcing wealth managers to seek non-correlated returns.
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- The Evolution of the Multi-Asset Wealth Manager in the Digital Asset Era29 Jan 2026
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