How are young investors reshaping wealth management?

The wealth management industry can no longer treat younger investors as a “future segment”, with expectations from Millennials and Gen Z already reshaping how advice is delivered. They expect instant access to data and tools, as well as jargon-free explanations and personalised guidance; firms must adapt their models ahead of the ‘Great Wealth Transfer’. Younger investors often align with values-based investing that focuses on ethical practices, social impact and sustainability. Their desire for context and understanding of their investments’ impact requires clear and data-driven explanations;...