How to engage the next generation of High Net Worths

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.



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.