Wednesday, 1 January 2020

The Future of Wealth Generation

Trends shaping wealth generation
1. Deepening impact of blockchain-based cryptocurrencies, stable coins, security tokens and digital goods.

2. Demand for a holistic approach to wealth & Investment.

3. Need for personalized investment guidance and management.

4. The rise of goal based financial planning.

Some Surprising Numbers

1. The global volume of Net Investable Assets (NIA) of high net-worth individuals set to jump by 25% by 2021.
2. Holistic wealth managers may command a market share of 30% by 2025.

3. About 37% Americans find money and finances as the biggest sources of stress in their live.

4. Those with fluid lifestyles are the most stressed about their finances.

New Investment Categories to watch out for


1. Alternative funds instead of conservative asset classes.

2. Passion based investments such as antiques, art and cars.


3. Socially responsible investment.

No comments:

Post a Comment