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| | With $68 trillion in assets set to transfer to younger generations over the next 30 years, wealth managers who target high-net-worth individuals (HNWIs) must adapt by using digital solutions to enhance their existing white-glove services—not replace them.
In How High-Net-Worth Individuals Invest, Insider Intelligence examines the key characteristics of high-net-worth consumers in the US—which is home to the highest number of HNWIs worldwide—and their financial services needs. It looks at how the HNW investor-wealth manager relationship has changed in recent years and how it will evolve amid a massive generational wealth transfer. And it identifies three major trends that will dictate how providers serve HNWIs going forward. | In full, this exclusive report: | | |
| 1 | Examines the current state of the HNWI demographic | | 2 | Discusses how the pandemic and wealth transfer are affecting the audience of wealth managers targeting HNWIs | | 3 | Explains how wealth managers can augment their existing services with digital solutions to better serve clients moving forward |
Get all of these insights and more when you purchase the How High-Net-Worth Individuals Invest Report for $995. | | |
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