Market data
The Great Wealth Transfer
Roughly 80 trillion dollars in United States wealth is held by Baby Boomers and is starting to move to younger generations. In Europe, 270,000 high net worth individuals will transfer over 7 trillion dollars to their heirs. Over 70 percent of heirs are likely to change financial advisors after inheriting wealth.
Last updated
Figures
The figures
$80 TN
in U.S. wealth is held by Baby Boomers, and it is starting to move to younger generations
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270,000
high net worth individuals in Europe will transfer wealth to their heirs
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$7 TN
will be transferred to heirs in Europe alone
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72%
of younger wealthy investors believe traditional assets like stocks and bonds are not enough to generate strong returns
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7×
more interested in crypto (28%) than their parents (4%), and less interested in public equity
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6%
of the boomer generation owns crypto
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50%+
of crypto holders are Millennials and Gen Z
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70%+
of heirs are likely to change financial advisors after inheriting wealth
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- There’s a major shift toward alternative investments, especially crypto and digital assets.
- Crypto knowledge and product offerings are becoming a top priority for forward-thinking wealth and asset managers.
In preparation Source to be supplied
Market data
Why this matters for wealth managers
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Request the full presentation on the Great Wealth Transfer and its impact on wealth managers. It includes insights from leading industry studies behind the trends and statements above.
Market data
Request presentation
Request the full presentation on the Great Wealth Transfer and its impact on wealth managers. It includes insights from leading industry studies behind the trends and statements above.