Wealth managers must prepare for “the great wealth transfer” as an unprecedented amount of wealth will shift to a new generation of investors over the next two decades. These next-gen HNWIs have distinct investment priorities, a strong preference for digital engagement, and an appetite for value-added services—creating both challenges and opportunities.
To know more? Download the World Wealth Report 2025.
- $83.5T in wealth will be transfered to younger HNWIs by 2048
- 38% of executives don’t fully understand Next-gen needs
- 81% of Next-gens may switch wealth managers within 2 years
Our 2025 report outlines a 3-pronged approach:
- Engage next-gen HNWIs with diverse investment options
- Tailor offerings to build loyalty
- Equip advisors with digital tools and training
Submit the form to download the full report.
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