Willis Towers Watson plc’s Wealth Investments business has released research highlighting the key priorities and challenges facing the global wealth management industry in 2026. The study, which surveyed 250 professionals across 27 countries, found that deepening client engagement and staff retention are top concerns for wealth managers, with 51% prioritizing stronger client relationships and 40% citing talent retention as their biggest challenge. The report also notes significant regional differences, with entrepreneurial wealth driving innovation in Asia and continental Europe, while inherited wealth and multigenerational planning dominate in the UK and North America. The accelerating pace of digital transformation and the rise of next-generation clients seeking sustainable investments and greater transparency are also shaping the industry’s strategic agendas. WTW emphasizes the need for flexible, regionally sensitive strategies and advanced digital tools to help firms adapt to evolving client expectations and market complexities.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Willis Towers Watson plc published the original content used to generate this news brief on January 27, 2026, and is solely responsible for the information contained therein.