A massive intergenerational transfer of wealth to younger generations, combined with record-high asset valuations, mean that the pool of potential investors is growing — and so are their account balances.

A recent report by Greenwich Associates found that many investors are considering making a change to their financial advisor in the next 12 months. In this changing environment, high-net-worth investors are seeking clear guidance from sources they trust.

A unique opportunity

It may be a while before wealth management brands see an opportunity as large as the one they are presented with today. Wealth Management Planning and Investors - A Changing Landscape, a Unique Opportunity, is a global study exploring how these brands can connect with a new and growing pool of potential investors in different regions around the world.

Discover the changing attitudes and unique perspectives in each local guide below.

“Our multi-faceted partnership and integration with LinkedIn allows marketers to reach and engage audiences on this top-tier platform, complementing the powerful targeting elements LinkedIn already provides advertisers while enabling world-class campaign measurement.”

— John Baudino, SVP Data & Identity, Acxiom

25%

of retail investors are considering making a change to their financial advisor in the next 12 months