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He adds that while the needs of younger clients will converge with those of older generations as they age themselves, some aspects will be different, particularly their affinity for technology and interest in sustainability. “For us, the adoption of modern technology and digital solutions is not so much a matter of competitive advantage, but of having a platform and tools to communicate with our clients and become more productive,” says Pradelli.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:32:48.18+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80d45931-e402-45f5-804a-6aebf350886d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.75, "x": 0.22, "y": 0.21 }, "kind": "paragraph", "text": "Zurich-based EFG International, a leading Swiss private bank, has always taken a classic but innovative approach to wealth management. 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Pradelli sees a hybrid model for the bank’s future, where for certain basic functions, like trading, even its wealthiest clients will use technology. “If we don’t have that digital capability, we will lose that business.” However, Pradelli explains, for major decisions about structuring their wealth and intergenerational planning, clients will lean on their relationship managers. “They will need someone who has emotional intelligence and can talk to the family,” he says. 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For each of the following client activities, which will be the primary mode of engagement between your firm's clients and advisors over the next three years? IQ19. For the following key activities that you handle with your investment providers, which is the primary channel that you use today? Which one would you prefer to use in the future?", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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For example, 40% of robo advisors plan to offer discretionary investing in three years, 45% of private banks are preparing to offer family office administration, and 55% of asset management firms will offer estate planning. 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The majority believe that born-digital firms will remake the industry and that most investment products will become commoditized. Almost half believe blockchain and related technologies will eliminate the need for intermediaries. Thirty-nine percent expect the lines between wealth management, banking, and insurance to blur as investors demand more holistic products and services.\n\nThese trends will likely cause industry upheaval, but executives are divided on how extensive it will be. One-third foresee a dramatic shakeout, but slightly more do not. Tellingly, most digital leaders expect a dramatic shakeout.\n\nMarket consolidation is already remaking the playing field, as firms take steps to drive scale, efficiency, and competitive advantage. One area of consolidation is within the independent advisory/RIA subsector, where providers are acquiring small advisory businesses that have owners reaching retirement age. 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