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Databook on opening up investor economics

Are industry economics aligned with the needs of the end investor across the wealth continuum?

lllustrated cover of FNZ Data Book 2022

This brief databook combines industry-wide data with FNZ’s own data to consider how better access can be provided to investment opportunities for investors across the whole wealth continuum. In doing so it explores:

  • The investment opportunity disparity between retail, mass affluent and High-Net-Wealth (HNW)

  • How cost-to-serve has changed over the last decade

  • The scale-effect of digital wealth platforms on asset servicing

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