Amongst the 600 high-net-worth individuals we spoke to in our most recent study ‘Essential Wealth: The interplay between self and society’, more than half highlighted the anxiety they feel in relation to wealth creation.

These feelings of anxiety rise to 58% for those younger investors, under 35.

Equally however, it is this new generation of HNWIs that are generally more financially-educated, with an increasing thirst for knowledge and understanding to support all financial decisions they make. This is an opportunity for financial experts to jump in and play an increasingly supportive and indispensable role in these younger wealth creators’ discovery journey.

Warning – advisers must be wary however, of the importance in striking the right balance between the inevitable digital transformation and evolution to robo-advice, with the necessary levels of interaction these clients will request.

Access our most recent thought leadership release below.