The private banking and wealth management sectors are on the cusp of significant demographic change.

In this the first of a two-part series we examine the forces at play and explore the opportunities presented by this shifting wealth audience with a particular focus on the Generation X and Millennial segments.

Read the UK Report.

Read the US report.

In part two, we explore wealth in the hands of women, the impact of an increasingly entrepreneurial culture, and the shift towards greater diversity, both within societies and in terms of global wealth distribution. Read it here.

BY 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.