Get set for the great
wealth transfer

Download the World Wealth Report today

Wealth managers worldwide need to prepare for “the great wealth transfer” as an unprecedented amount of wealth will pass onto the next generation of investors during the next two decades. These “Next-gen” HNWIs have distinct investment priorities, strong preferences for digital engagement, and appetite for value-added services – presenting challenges and opportunities for wealth management providers.

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$83.5 T

in wealth will be transferred to younger HNWIs by 2048

38%

of wealth executives don’t fully understand Next-gen HNWIs' needs

81%

of Next-gens may change their wealth manager within 2 years of their inheritance

The World Wealth Report 2025 suggests a three-pronged approach to help wealth providers adapt and take full advantage of the great wealth transfer:

  • Boost growth and engagement with Next-gen HNWIs through robust investment opportunities including alternative assets and global diversification.
  • Delight Next-gens by expanding offerings tailored to their specific needs and fostering loyalty.
  • Empower relationship managers with training and digital tools to deliver best-in-class service and ensure retention.

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