Generational trends in attitudes to Wealth Management

25-Jul-2016 #Globalwealth Source: India Inc

An analysis of three key trends and changing attitudes set to become more prominent in the wealth management space for HNWI.

High Net Worth Individuals (HNWI) in India and the Indian Diaspora community are a rich (pun un-intended) mix of generation X and Y and illustrate well the changing attitudes of HNWI as well as emphasising the challenges globally for wealth management professionals seeking to retain and grow their client base.

During the last decade, whilst working with HNWI and corporations I noticed a subtle and acute shift in approaches… Read more

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