1. Home
  2. Resources
  3. Special reports
  4. Debunking Wealth Management Myths

Wealth Management Insights

Debunking wealth management myths:
Three outdated assumptions about investors

In this white paper we highlight three myths about investors in the current wealth management space, and the key areas of focus for wealth firms to develop a fresh approach.

With the COVID-19 pandemic, investors that were once reluctant to adopt digital channels were urged to embrace digital. Now, 89% of investors say that a mobile app is their preferred method of engaging with their wealth firm.

Digital transformation has profoundly impacted all investors and firms across the wealth spectrum, with new research uncovering an urgent need for providers to challenge conventional wisdom.

  • 2,325
    investors surveyed
  • 500
    wealth and asset management firms surveyed
  • 15
    countries surveyed

We identify three wealth industry myths that are simply no longer relevant in the current age of digital wealth management.

Read our white paper to find out: 

  • What do investors expect from wealth firms and digital engagement
  • How ESG investment is viewed by investors of all generations
  • How can firms adapt their strategy to drive future client loyalty

Key content


of billionaires, baby boomers, and millennials each said that their provider’s mobile app is their preferred channel for future engagement.


of billionaires will seek ESG investment advice over the next two years.


of investors favour an intuitive digital experience when selecting a provider.

The pandemic exponentially accelerated digitalisation as a focus for many firms. The lack of face-to-face interaction encouraged firms that were reluctant to adopt digital tools to do so. The constant challenge with digitalisation is the continued increase in hyper-personalisation expectations.