Market Overview

Millennials in Wealth Management: A 2018 Survey of Digital Attitudes & Behavior in Five Key Markets -- Millennials' Net Worth Will Double Within the Next Five Years -


The "Millennials
in Wealth Management - A Survey of Digital Attitudes and Behavior in
Five Key Markets"
report has been added to's

Millennials' net worth will double within the next five years and they
will inherit tremendous fortunes in the decades to come. This means
enormous potential for wealth managers that understand what makes this
next generation of clients tick. However, this is not an easy task, as
wealthy millennials are showing some striking contradictions in their
digital attitudes towards financial matters.

The report identifies the differences in attitudes between millennials
and older generations as well as between millennial wealth brackets, and
explores how affluent and wealthy millennials in the five key markets -
the US, the UK, France, Germany, and Switzerland, and how they digitally
behave when managing their assets and what they expect from the digital
offerings of their wealth managers and robo-advisor platforms.

The report offers data-driven strategic and practical advice on how
wealth managers can take advantage of the generational shift in clients
by employing the right digital tools and channels.

The research is based on a panel survey conducted in the US, the UK,
France, Germany, and Switzerland, addressing the digital needs and
preferences of 1,000 affluent and high-net-worth individuals. The report
identifies their preferred devices and communication channels and mobile
app features for financial matters and analyzes the millennials'
awareness of and openness towards robo-advisors as well as the main
features they expect.

For more information about this report visit

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