Merryn Talks Money Best of: How Do You Pick the Best Wealth Manager?
Feb 4, 2026
Gareth Wilson, Capgemini banking and wealth leader who authors the World Wealth Report, shares expertise on the coming $100 trillion wealth transfer. He explores who counts as high net worth and where wealthy populations are growing. He covers why heirs may switch advisors, demand for crypto and alternatives, and what younger clients expect from digital, personalized service.
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How Capgemini Defines Wealth Tiers
- Capgemini classifies HNWIs by investable assets: 1–5M, 5–30M, and over 30M USD.
- Investable assets exclude property and increasingly include crypto as part of portfolios.
The Great Wealth Transfer Is Imminent
- Capgemini projects an $83.5 trillion intergenerational wealth transfer by 2048 with much of it imminent.
- Roughly 30% transfers by 2030 and another 30% by 2035, making it a near-term industry challenge.
Younger Heirs Want Growth, Not Preservation
- Younger inheritors show different objectives: millennials favour long-term growth over pure preservation.
- That difference raises the risk that wealth managers will lose assets unless they adapt services and products.
