Bridging the generation gap: 5 ways to attract investors and create competitive advantage

Refinitiv’s latest research, which surveyed more than 1,000 investors, highlights the data, insights and digital experiences that investors are looking for – from digital assets, index strategies and leveraging social media for investment ideas to their market outlook and risk appetite. Providing a tailored and personal approach is key to creating a competitive advantage and engaging the modern investor.

Read the report for 5 ways wealth firms can improve their strategies to bridge the generation gap and attract investors.

Find out:

  • How investors’ experiences with their wealth firms differ across generations?
  • What alternative investments and digital assets do investors want information about?
  • How do investors plan to react to any further market volatility in 2023?
>>> ACCESS THE REPORT <<<

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                  The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

                  COVID-19
                  Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

                  Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

                  The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

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