Wealth managers face big millennials challenge

30-Jul-2015 #Globalwealth Source: City Wire

Latest research by Scorpio Partnership, SEI and NPG Wealth Management shows that 29 per cent of the UK’s wealthy under the age of 40 do not agree with their wealth managers’ assessment of their risk tolerance. Also it has been found that the engagement model and the way the new generation wants to interact with their wealth manager is fundamentally different.

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