Refinitiv Wealth Management Report – Getting Personal: How Wealth Firms Can Attract And Retain The Modern Investor – Highlights Data Insights From Investors – Exchange News Direct
  • Alternative assets – 51% of investors globally are familiar with sustainable investments. 44% of advisor-led investors are familiar with ESG factors compared to 53% of self-directed investors.
  • Digital capabilities – 58% of advisor-led investors and 62% of hybrid advisor and self-directed clients state “advisor recommendations” as the most reliable source of information.
  • Personalisation – 64% of millennials and 51% of the 35-54 age bracket are willing to pay more for personalised investing products and services. The number was highest with Latin America 70%, Asia Pacific 47%, Europe 33%, and North America 22%.


Refinitiv, an LSEG Business, today released the findings of its latest Wealth Management report titled ‘Getting Personal: How wealth firms can attract and retain the modern investor’. The report is based on research commissioned by Refinitiv that surveyed more than 1,500 self-directed and advised mass affluent and high-net-worth investors, located across 13 countries: Australia, Brazil, Canada, China, France/Monaco, Germany, Hong Kong, Japan, Mexico, Singapore, Switzerland, UK and U.S.

The study highlights the need for wealth managers to personalise the client experience through a combination of digital offerings and high-touch service, ensuring existing clients stay engaged and prospective clients feel that their money and their future will be cared for over the long-term. The study found that to build client-centric solutions that attract and retain investors, wealth management firms need to understand what sets their investors apart and what similarities they share.

The study discusses: what investment opportunities clients want, how they want to interact with those opportunities and why they are investing in the first place.                  

Key findings of the study include:

  • 51% of investors globally are familiar with sustainable investments 
  • 32% of millennials believe tokenised assets will have the biggest positive impact on financial markets, followed by 23% for non-fungible tokens (NFT) 
  • 58% of advisor-led investors and 62% of hybrid advisor and self-directed clients state ‘advisor recommendations’ as the most reliable source of information 
  • 64% of millennials and 51% in the 35-54 age bracket are willing to pay more for personalised investing products and services: Latin America stood at 70%, Asia Pacific 47%, Europe 33%, and North America 22%

Sabrina Bailey, Global Head of Wealth, Data & Analytics, LSEG said: “As investor needs continue to change and reflect new ways of investing and doing business, so too must those of financial advisors to retain clients and grow their business. Our report makes clear what those key investor expectations are and what financial advisors need to do to …….