Global Risks Forum 2025

Wealth Management

Wealth management firms that join the Global Risks Alliance (GRA) gain unique capabilities to manage and innovate through complex financial landscapes. Access to cutting-edge research, advanced analytics, and standardized risk management protocols empowers wealth managers to enhance portfolio resilience and optimize investment strategies. By leveraging GRA’s collaborative network, firms can anticipate market shifts, mitigate risks, and deliver superior client outcomes. This integration supports strategic asset allocation, personalized financial planning, and regulatory compliance. Join GRA to elevate your wealth management practice with unparalleled expertise, innovation, and strategic foresight

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Anticipatory Action
Leverage advanced analytics and AI in wealth management to predict market trends and risks, enabling proactive investment strategies. Wealth advisors can offer personalized preemptive advice, portfolio managers can foresee market shifts and adjust holdings, family offices can anticipate changes in family financial needs, trust managers can plan for potential legal and market changes, and financial planners can predict life events that impact financial planning. Enhance your firm's ability to stay ahead of market changes and protect client wealth by implementing anticipatory action strategies today
Resource Allocation
Optimize resource matching in wealth management to improve financial outcomes and operational efficiency. Wealth advisors can match clients with suitable investment opportunities, portfolio managers can allocate assets to meet specific investment goals, family offices can tailor strategies to family financial objectives, trust managers can align trust investments with beneficiaries’ needs, and financial planners can customize financial plans based on individual goals. Enhance your resource matching processes to maximize returns and client satisfaction today
Innovation Labs
Establish innovation labs in wealth management to drive technological advancement and improve investment strategies. Wealth advisors can explore new digital advisory services, portfolio managers can develop cutting-edge investment tools, family offices can innovate personalized financial solutions, trust managers can create advanced trust management technologies, and financial planners can implement sophisticated planning tools. Launch innovation labs to stay at the forefront of wealth management innovation and client service excellence today
Civic Infrastructure
Enhance civic infrastructure through strategic investments in wealth management. Wealth advisors can develop products that support community projects, portfolio managers can finance large-scale infrastructure developments, family offices can guide investments in impactful infrastructure projects, trust managers can target high-return infrastructure opportunities, and financial planners can support public infrastructure for long-term benefits. Invest in civic infrastructure to contribute to economic stability and growth today
Resilience Building
Strengthen resilience initiatives across wealth management to ensure client portfolio stability and growth. Wealth advisors can educate clients on diversification and risk management, portfolio managers can create robust investment strategies to withstand market volatility, family offices can design long-term wealth preservation plans, trust managers can implement strategies to safeguard assets against legal and market risks, and financial planners can develop comprehensive financial plans that adapt to life changes. Build a stable and resilient portfolio by incorporating comprehensive resilience strategies now
Crisis Response
Develop robust crisis response strategies in wealth management to minimize the impact of financial disruptions. Wealth advisors can provide support and guidance to clients during market downturns, portfolio managers can adjust strategies to mitigate losses, family offices can implement contingency plans for family wealth, trust managers can secure trust assets against market volatility, and financial planners can offer reassurance and adaptive strategies during crises. Strengthen your crisis response capabilities to protect investments and maintain client trust now
Urban Resilience
Promote urban resilience through targeted investments in wealth management. Wealth advisors can offer products that support sustainable urban development, portfolio managers can invest in infrastructure projects that enhance community resilience, family offices can advise on investing in urban sustainability initiatives, trust managers can target opportunities in resilient urban projects, and financial planners can allocate funds to long-term urban resilience projects. Support urban resilience initiatives to contribute to sustainable city growth and portfolio stability today
Community Engagement
Foster community engagement in wealth management to understand and meet local investment needs. Wealth advisors can engage with local communities to provide tailored investment solutions, portfolio managers can collaborate with community organizations for impactful investments, family offices can promote community-focused financial literacy programs, trust managers can support community resilience projects, and financial planners can invest in initiatives that benefit local populations. Engage with communities to drive inclusive growth and build lasting relationships today
Sustainable Development Goals (SDGs)
Wealth management firms can significantly advance the United Nations Sustainable Development Goals by integrating the latest research and technological innovations into their financial advisory services. Utilizing the Nexus Ecosystem, wealth managers can promote sustainable investments, reduce financial inequalities, and foster resilient financial planning for clients. This approach ensures that wealth management operations align with SDG targets, enhancing systemic risk management and sustainable development
Sendai Framework for Disaster Risk Reduction
Enhancing preparedness and disaster response capabilities in wealth management is crucial. By implementing cutting-edge technological advancements and research through the Nexus Ecosystem, wealth managers can better anticipate and mitigate the impacts of financial market disruptions and global crises. Advanced risk analytics and predictive modeling provided by the Nexus Ecosystem help build resilient financial strategies, ensuring compliance with the Sendai Framework and safeguarding clients' wealth
Kunming-Montreal Global Biodiversity Framework
Wealth management firms can support biodiversity conservation and ecosystem management by integrating the latest research and innovations into their investment recommendations. The Nexus Ecosystem facilitates green investment and sustainable asset allocation, enhancing the resilience and sustainability of client portfolios. This alignment with biodiversity preservation principles ensures that wealth managers protect natural resources and comply with the Kunming-Montreal Global Biodiversity Framework, promoting holistic ecosystem management
Declaration on Future Generations
Integrating forward-thinking policies and innovative financial solutions ensures the well-being of future generations. The Nexus Ecosystem helps wealth managers commit to sustainable financial practices, proactive risk management, and developing investment products that support long-term financial health, prosperity, and resilience. This comprehensive approach aligns wealth management operations with the Declaration on Future Generations, fostering a legacy of sustainability and resilience in financial planning
Global Digital Compact
Adopting cutting-edge digital technologies and fostering digital inclusion within wealth management enhances service delivery and operational efficiency. The Nexus Ecosystem improves connectivity, data governance, and equitable access to digital financial resources, enabling wealth managers to drive innovation and efficiency in client advisory services. Aligning with the Global Digital Compact, wealth managers can lead in digital transformation, promoting a digitally inclusive financial environment and ensuring robust systemic resilience
Pact for the Future
Fostering global solidarity and cooperative action to address complex financial and environmental challenges is essential for wealth management. Leveraging the Nexus Ecosystem, wealth managers can develop sustainable investment strategies that secure a resilient future for clients and stakeholders. This collaborative framework supports systemic risk management, enabling wealth managers to lead in sustainable development and align with the Pact for the Future
Resources
Basic
Pro
Advanced
Nexus Academy

Create educational courses or learn from other peers

100 Credits
250 Credits
500 Credits
Crowdsourcing

Build pool of data, new knowledge, teams and skills

Included
Included
Included
Innovation Lab

Join living labs and build open source applications

100 Credits
250 Credits
500 Credits
Campaigns

Run advocacy and fundraising campaigns for impact

Included
Included
Included
Broadcasts

Publish videos, run video ads, and streaming

25GB
150GB
250GB
Networks

Boost brands with marketing tools and virtual events

1 Channel
3 Channels
5 Channels
Services
Basic
Pro
Advanced
Advisory

Advisory services to deliver high-quality experience

Resources
1 hour
3 hours
Consultation

Consultancy services to navigate challenging issues

Resources
1 hour
3 hours
Training

Training services to personalize yuor discovery process

Resources
1 hour
3 hours
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Mission
Our mission is to create a unique nexus where civil society meets and engages the academy, industry, and government to collectively mitigate risks and make smarter decisions toward more resilient, democratic, and prosperous communities
Vision
We envision a world of harmony, equity, and justice for all on a sustainable planet, nurtured by innovation, open collaboration, and engaged citizenry
Scope
GCRI acts as global focal point for the coordination of risk mitigation and resilience building
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