Skip navigation

How to attract the next generation of wealthy investors

9th October 2019

Kevin Claypoole-McCloskey

Managing Director

The transforming demographics of global wealth provide an exciting opportunity for financial services marketers ready to fully embrace change and capture a new wealth audience.

In this the second part of a two-part series we examine the forces at play, from the concentration of wealth in the hands of women to the impact of an increasingly entrepreneurial culture, and the shift towards greater diversity, both within societies and in terms of global wealth distribution.

Read the US Report

In part one, we explored the effect of the wealth audience shift to Generation X and Millennials. If you missed it, read it here.


We are here to help

Interested in getting to grips with building loyalty and supporting customers? If you want support with content that can improve customer loyalty and financial wellbeing, get in touch today.

About the author

Kevin Claypoole-McCloskey

Managing Director

Let’s Talk

Looking for help with a new project? We can give you strategic and creative firepower in 24 hours. Let’s get started.