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The Great Wealth Transfer marks a historic shift, with an estimated $84 trillion in assets transitioning from baby boomers to younger generations by 2045. This generational handover reshapes wealth ownership, particularly benefitting women—who are expected to hold two-thirds of U.S. wealth by 2030—due to longevity, inheritance trends, and rising professional success. Millennials and Gen Z, more diverse and values-driven, are emerging as dominant wealth holders, demanding personalised, ESG-aligned financial services. As traditional wealth structures evolve, the financial industry must adapt to meet the expectations of a new, inclusive generation of investors and address the growing influence of female wealth holders.

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Changing Landscape of Wealth Management: The Upcoming Generation of Clients Is More Diverse

  • 章节

  • 发表日期：

    2025年

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  • Désirée Dosch,
  • Marta Ra,
  • Barbara Schreier

摘要

The Great Wealth Transfer marks a historic shift, with an estimated $84 trillion in assets transitioning from baby boomers to younger generations by 2045. This generational handover reshapes wealth ownership, particularly benefitting women—who are expected to hold two-thirds of U.S. wealth by 2030—due to longevity, inheritance trends, and rising professional success. Millennials and Gen Z, more diverse and values-driven, are emerging as dominant wealth holders, demanding personalised, ESG-aligned financial services. As traditional wealth structures evolve, the financial industry must adapt to meet the expectations of a new, inclusive generation of investors and address the growing influence of female wealth holders.