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paper download


CHANGE IN PRIVATE WEALTH MANAGEMENT



The paper highlights the main changes that are shaping the private wealth
management ecosystem and all the challenges to be faced in the coming years,
involving a demographic and technological evolution.



Today, social demographic composition of the traditional HNWI and UHNWI segments
has changed in several ways. The next generation is therefore emerging now as
early accumulators of wealth. Working exclusively on digital devices.

The ‘3B’ model, B2B2B2C, is increasingly popular and WealthTech is as much a
driver of business change, as it is a responsive supporter meeting the needs of
private banks and wealth management firms. The end result is widest distribution
at optimised, shared low cost.




READ THE FULL PAPER NOW!

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   * Success stories
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   * Webinar & Events
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     same beliefs, join us.
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