We're back in action and ready to dive in! 😊

In the 17th episode of the Kidbrooke Insights Podcast, Natalie and Zaliia dive into the pivotal trends set to shape the financial industry in 2025. They explore global uncertainty sparked by geopolitical tensions, with a special focus on potential disruptions from US-China trade conflicts and the resulting economic volatility. The conversation also covers demographic shifts, highlighting how ageing populations in developed regions are increasing the demand for retirement solutions, while emerging economies face the challenge of creating jobs and enhancing financial inclusion for younger populations.

Next up, they discuss AI's transformative role in wealth management, exploring how Generative AI and Large Language Models (LLMs) are significantly enhancing client experiences. The team also highlights the importance of structured financial models to improve reliability and trust, alongside strategies to manage associated risks.

Finally, we delve into Gen Z's investment habits, their preference for digital-first interactions, and the rising importance of transparent ESG practices to align with their expectations.

Join Natalie and Zaliia for an engaging discussion on these critical developments shaping the future of finance.

Links:

https://www.economist.com/the-world-ahead/2024/11/18/the-three-forces-that-will-shape-2025

https://www.forbes.com/councils/forbesbusinesscouncil/2024/10/21/wealth-management-trends-to-watch-in-2025/

https://www.mckinsey.com/mgi/our-research/dependency-and-depopulation-confronting-the-consequences-of-a-new-demographic-reality

https://kidbrooke.com/2024/12/12/navigating-the-promise-and-perils-of-generative-ai-in-wealth-management/

https://www.forbes.com/sites/kolawolesamueladebayo/2025/01/20/experts-predict-the-bubble-may-burst-for-ai-in-2025/

https://www.thetimes.com/article/5614dab0-5632-11e9-a8f5-a9ee11ff7e6d

https://www.economist.com/the-economist-explains/2023/06/21/how-esg-became-part-of-americas-culture-wars

https://kidbrooke.com/2024/09/20/fund-information-review-2024-sweden/

https://www.ey.com/en_pk/newsroom/2024/12/investors-shun-long-term-esg-rewards-in-quest-for-short-term-gains