Wealth management and winning the next generation

What practical steps can wealth management firms take if they are to win the trust (and business) of the next generation? This landscape survey done by ComPeer into different age groups, wealth profiles and geographic spread across the UK highlights some important differences (and similarities!) that decision makers might wish to consider in formulating their value propositions and strategic responses to a market sector in great flux from competition, macroeconomics, technology and regulation. You can see a full summary of the ComPeer survey here.

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