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

The Value of Concierge

Corporate clients see a strong ROI of at least 3x; underpinned by better retention rates, card spends, assets under management and new business.

Get to know the true value drivers of concierge.

Driving NPS Performance

How to drive your bank’s Net Promoter Score performance by creating broader relevance

The world’s top private and retail banks have found that travel and lifestyle services boost NPS of their valuable customers – by an average of +15 points higher.

React. Adapt. Evolve.

How the COVID-19 pandemic changed the needs and behavior of the affluent.

What next and what it means for you

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