How to reach savvy new-gen investors – Wealth Adviser

Ioana Erhan, Global Co-Head of Financial Services and Director of Marketing Solutions at LinkedIn, talks to Harriet O’Brien about the findings of LinkedIn’s new report on the opportunities in the wealth industry. The world’s largest professional network, LinkedIn, is shining a spotlight on the wealth industry. Its newly published Wealth Management Report – A Changing Landscape, A Unique Opportunity – explores the implications of the wealth migration currently underway between generations and looks at the routes available to access a savvy new generation of investors. The moment to capture wealth gen transfer is now A remarkable opportunity has been created for wealth managers thanks to the combination of the global wealth transfer from Boomers to Gen Z and Millennials (worth USD30 trillion in the US alone, according to Morgan Stanley), the record increase in asset prices (LinkedIn cites BCG’s findings that assets under management rose 12 per cent in 2020) and the recent rapid developments in digital technologies. “This is a great moment for wealth managers to step in,” says Ioana Erhan, Director of Marketing Solutions at LinkedIn. LinkedIn’s report, she explains, taps into the shifting profile of retail investors and highlights the ways in which wealth management companies can…
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