One in Two Respondents Said Integrating Wealth Management with FinTech Firms Would Boost Sales

Why It Matters

Integrating FinTech unlocks scalable, high‑margin revenue streams, reshaping competitive dynamics in asset and wealth management. The trend signals where capital allocation and partnership strategies will focus over the next decade.

Key Takeaways

• FinTech integration cited by 50% for revenue growth
• Tokenisation identified as second‑largest growth driver
• Private markets democratization expected to boost profitability
• Asset managers face margin pressure despite AUM expansion
• Cross‑sector convergence noted by 36% of respondents

Pulse Analysis

The PwC Asset and Wealth Management Revolution 2025 report surveyed 300 senior leaders across the global industry, revealing a clear hierarchy of growth levers through 2030. Half of the respondents singled out the integration of wealth management with FinTech as the most potent catalyst for revenue expansion, underscoring a shift toward digitally native client experiences. This convergence promises streamlined distribution, data‑driven insights, and scalable model portfolios, allowing firms to capture higher‑margin opportunities while countering persistent pressure on traditional fee structures.

Tokenisation and digital asset adoption ranked second, with 38% of executives highlighting their potential to unlock new revenue streams. By converting illiquid securities into tradable tokens, managers can offer semi‑liquid vehicles that appeal to a broader investor base, especially as regulatory frameworks evolve. The report also notes that private‑market exposure remains a high‑margin engine, with 33% of participants expecting democratization of these assets to accelerate growth. Together, these technological advances are reshaping product design, risk management, and distribution models across the sector.

From a strategic standpoint, asset managers must prioritize owning the client interface and data pipelines to stay competitive. Partnerships with fintech platforms, white‑label solutions, or outright acquisitions can accelerate time‑to‑market for digital offerings while preserving brand equity. At the same time, firms should invest in tokenisation infrastructure and private‑market sourcing capabilities to capture the emerging semi‑liquid demand. Those that successfully blend technology, distribution agility, and private‑asset expertise are likely to outpace peers, delivering stronger top‑line growth and mitigating margin erosion in an increasingly digital landscape.