On the cusp of change: North American wealth management in 2030 (McKinsey & Company)

The North American wealth-management industry will undergo meaningful changes in the next ten years, influenced by evolving customer segments and rules of engagement, rapid technological advances, and shifting competitive dynamics.


Pooneh Baghai is a senior partner based in McKinsey’s New York and Toronto offices; Alex D’Amico is a partner in the New York office, where Onur Erzan and Jill Zucker are senior partners and Vlad Golyk is an associate partner; Renee de la Roche Zhu is a consultant in the Toronto office.

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