futurewealth 2015: generation sceptic - meeting the millennial standard
TRANSCRIPT
28%
34%
31%
61%
59%
64%
11%
7%
5%
0% 20% 40% 60% 80% 100%
The AmericasEurope
Asia Pacific
% of respondents
Advice will become less personal Advice will become more personal Don't know
22%
26% 22%
69%
67% 73%
9%
7% 5%
0% 20% 40% 60% 80% 100%
The Americas
Europe
Asia Pacific
% of respondents
Advice will become less tailored Advice will become more tailored Don't know
34% 28%
32% 26%
63% 68%
59% 57%
2% 4%
9% 17%
0% 20% 40% 60% 80% 100%
Under 40
40 to 49
50 to 59
Over 60
% of respondents
Advice will become less personal Advice will become more personal Don't know
25% 23% 25%
18%
72% 73%
67% 67%
3% 4%
8% 15%
0% 20% 40% 60% 80% 100%
Under 40
40 to 49
50 to 59
Over 60
% of respondents
Advice will become less tailored Advice will become more tailored Don't know
70%
80%
90%
I have been giventhe opportunity toraise issues andprovide feedback
I have been asked ifI have questions or
requests
Recommendationsand actions have
been in line with mytolerance to financial
risk
I received adequateexplanation on how
the investmentperformance hasbeen generated.
The investmentstrategy and how
solutions will achievemy long-term
financial goals havebeen fully explained.
Recommendationsand actions havebeen in my best
interests
I received the adviceand information I
required to evaluateand execute each
transaction.
My long term needsand goals have been
understood andaddressed
% of respondents who agree
Overall Under 40s The Americas Under 40s Europe Under 40s Asia Pacific
5%
15%
25%
35%
45%
55%
Profilingprocesses to
understand myneeds
It is anestablished
brand
Consistency Business modelmeets my needs
Reputation ofthe firm
Quality ofproducts and
services
Quality ofemployees
Robustness ofsecurity
processes
Quality ofcommunications
Opinion ofsomeone
outside the firm
% of respondents
Under 40s The Americas Under 40s Europe Under 40s Asia Pacific Overall average
5%
25%
45%
65%
Quality of advice Demonstratedperformance
Level ofexpertise of
advisor
Training andqualification
level
Depth ofpersonal
relationship
Profile on aprofessional
networking site
Credentialssupplied by the
business
Client base withsimilar wealthneeds to me
Length of time inthe industry
Advisor with asimilar profile to
me
% of respondents
Under 40s The Americas Under 40s Europe Under 40s Asia Pacific Overall average
