Generation Y and Z are the future of wealth, but is the investment platform and advice market at risk of forever losing them?
Intergenerational wealth could transfer up to £5tn of assets over a 30 year period to Gen Y and Gen Z investors. However, they are currently the least likely to utilise Financial Advice or plan for their long term future. In this paper, Eleanor Hassall-Marlow and Joe Harris review how these “young investors” are accessing the financial services market, and if Financial Advice firms and Investment Platforms are doing enough to capture this growing market
If you are interested in understanding more about how your firm could better access this segment of the market, please reach out to Alpha here.
About the Authors
Eleanor Hassall-Marlow
Senior Manager
Eleanor is a Senior Manager specialising in the investment platform market. Eleanor has a strong track record in complex platform implementation and strategic transformation programmes, with a second strength in sales enablement and operations. Eleanor has experience in defining optimal platform strategies, operating model design, and platform implementation.
Joe Harris
Senior Manager
Joe is a Senior Manager and lead of Alpha’s Advice Technology proposition.. Joe specialises in strategic change and transformation, with extensive knowledge of adviser applications and wider technologies that can be used to support differentiation within the market. Joe’s includes large-scale technology transformation, business architecture, target operating model design, data strategy and financial advice strategy definition.