New research on how the Next-Gen invests

A generational shift in global wealth is accelerating. Over the coming decades, trillions of dollars will transfer to Gen Z and millennial investors whose expectations for advice, technology, personalization, and values differ significantly from those of prior cohorts.

Next-Gen Investors: A Guide for Wealth Managers and Financial Advisers explores how this shift is redefining trust, engagement, and portfolio construction across six major wealth markets.

Drawing on survey data from more than 2,400 mass-affluent, high-net-worth, and very-high-net-worth investors, the report highlights:

• Why demand for advice remains strong

• How trust is defined through performance and credentials

• The move toward AI-powered hybrid advisory models

• Increasing demand for personalization and access to private markets

• The growing importance of behavioral coaching in volatile markets

For wealth managers and financial advisers, this research offers strategic insights to evolve advisory models, deepen client relationships, and adapt positioning for the future.

Download the report to discover how shifting investor expectations are transforming wealth management