How the next generation will invest differently from the last.
The great wealth transfer is just beginning, with trillions set to pass from baby boomers to younger generations over the next two decades. This seismic shift will reshape the wealth landscape: women will represent a larger share of HNWIs, Gen Z will demand digitally-native wealth management experiences, and investment attitudes will change. When you layer on the transition to bigger allocations to private markets, the outlook is a complex one. Which regions and client segments will drive the biggest opportunities? How must wealth managers adapt their strategies to serve a generation that thinks about money, technology, and values fundamentally differently than their parents?
