How to attract the next generation of wealthy investors

The transforming demographics of global wealth provide an exciting opportunity for financial services marketers ready to fully embrace change and capture a new wealth audience.

In this the second part of a two-part series we examine the forces at play, from the concentration of wealth in the hands of women to the impact of an increasingly entrepreneurial culture, and the shift towards greater diversity, both within societies and in terms of global wealth distribution.

Read the UK Report

Read the US Report

In part one, we explored the effect of the wealth audience shift to Generation X and Millennials. If you missed it, read it here.

Simon Walden

Simon is an experienced strategist and qualified journalist who has worked with blue-chip clients from small private banks to global asset managers. He’s at his happiest when combining these disciplines to research, develop and deliver engaging content campaigns built on in-depth insight and an unerring focus on audience need.