Refinitiv Wealth Management Report – Getting Personal: How Wealth Firms Can Attract And Retain The Modern Investor – Highlights Data Insights From Investors

<ul> <li>Alternative assets - 51% of investors globally are familiar with sustainable investments. 44% of advisor-led investors are familiar with ESG factors compared to 53% of self-directed investors. </li> <li>Digital capabilities &ndash; 58% of advisor-led investors and 62% of hybrid advisor and self-directed clients state &ldquo;advisor recommendations&rdquo; as the most reliable source of information. </li> <li>Personalisation - 64% of millennials and 51% of the 35-54 age bracket are willing to pay more for personalised investing products and services. The number was highest with Latin America 70%, Asia Pacific 47%, Europe 33%, and North America 22%. </li> </ul>

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