The Great Wealth Transfer: How Lifestyle Services Can Engage the NextGen and Retain AuM

"Banks have been scrabbling with NextGen programs for the last decade... the concierge point is a powerful one" - A Senior Private Banker, A Global Private Bank

During the next decade, some of the wealthiest individuals in the world will trigger the largest transition of wealth in history, transferring more than $15 trillion to the Next Generation (NextGen). In most cases, this wealth transfer leads to the recipients – the spouse and heirs – switching to a new financial advisor.

Private banks and wealth managers wishing to retain and attract AuM during the Great Wealth Transfer must act now by establishing a relationship with the NextGen.

Discover how leading wealth managers use lifestyle services as a Customer Experience (CX) solution to differentiate their NextGen strategies and secure AuM through “The Great Wealth Transfer”.

Our Case Studies

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Private and retail banks should be working on their customer strategy when interest rates rise. Here are proven ways to invest in customer retention and acquisition.

The Value of Concierge

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How to drive your bank’s Net Promoter Score performance

Customer NPS for our banking clients increases as concierge use increases.

Use Content To Attract And Retain High And Ultra-High Net Worth Individuals

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