Next Gen, Next Era of investing

Description

Next Gen, Next Era of Investing ” explores the unique challenges and opportunities presented by the accelerating great wealth transfer among younger generations.

​Over the next two decades, demographic trends will drive the movement of more than $80 trillion in assets into new hands—primarily concentrated in the US, UK, Europe, and Japan—reshaping the landscape of global family wealth and investment priorities.

​The phenomenon brings a "great switch": approximately 87% of heirs change their financial adviser after inheriting, presenting both a risk and a transformative opportunity for asset managers, banks, and fintechs to adapt their service models to meet the expectations of Gen X, Gen Y and Gen Z.

​Attendees and sponsors will be at the heart of the conversation shaping the future of multigenerational wealth management, innovation, and sustainable impact.