Top 5 investor insights report

Today’s investors think differently than in generations past. Dramatic shifts have been happening in investor attitudes, behaviors, and expectations that accelerated in the wake of the COVID-19 pandemic. Digital innovation, regulatory requirements, public consciousness, financially engaged younger generations, and intergenerational wealth transfers are all contributing to a changing landscape.

These shifts demand wealth management providers change their thinking about investors to attract and retain clients. Research has shown us that today’s investors will switch firms to get what they want.

What do investors want?

Complete this form to download our top five insights on the topic, informed by our thought leaders and a global survey of over 2,300 investors and 500 wealth and asset management firms.