This report explores the forces of transformational change buffeting private banking and wealth management and why wealthy millennials, the inheritors and creators of wealth over the coming years, have very different expectations and preferences to their baby boomer parents. This free report offers insights for all brands, especially luxury brands targeting the same audiences and highlights the value of meaningful brand propositions.
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‘Wealth management and the digital revolution’ and also read our latest September 2020 ‘Life after lockdown’ article on Wealth Management and the winds of change sweeping the industry.