Attracting the next generation of inheritors and self-made wealthy

I saw this article when using the Financial Times app and thought you might be interested:


Private banks and wealth managers are also upping their digital game because clients expect easy online access to their money and to tailored content. But, in the end, there is no substitute for a live human being.

"In the foreseeable future, I don't think there's a world where people who have money don't want a human on the other end, because at the end of the day, it's not just about risk adjusted returns," says Morgan Stanley's Finn. "It's deeply personal, deeply emotional."


Financial Times,
Attracting the next generation of inheritors and self-made wealthy
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Brooke Masters
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Read the full article at:
https://on.ft.com/3V6ql29

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