The Profitability Paradox: Trends Shaping the Future of Asset and Wealth Management Webinar

January 27, 2026

The asset and wealth management industry is undergoing profound structural change. While global assets are expected to continue growing, PwC’s AWM Revolution 2025 highlights how shifts in products, client segments, and business models are placing sustained pressure on profitability.

In this webinar, PwC will present the key trends reshaping the industry, including the rise of passive investing, the growing role of wealth channels, persistent cost pressures, and declining profit per dollar of assets. The discussion will also revolve around four emerging industry archetypes: full-scale public-to-private platforms, solutions providers, low-cost manufacturers, and niche champions, illustrating the distinct strategic paths firms are taking to compete for relevance and returns through 2030.

Join SIMA and PwC for a data-driven look at how the industry is evolving and what these trends mean for firms positioning themselves for the next phase of growth.

• Moderator: Ian Bragg, Vice-President, Research and Statistics, SIMA
• Speaker: Albertha Charles, Partner, Global Asset & Wealth Management Leader, PwC UK