Against an evolving wealth backdrop, more and more investors desire consistency from their providers. Consistency builds trust and delivers a host of benefits for all wealth industry stakeholders.

Consistency matters
To gauge and unpack the changing preferences and emerging trends within the wealth industry, LSEG has co-sponsored extensive research - gathering insights on trends that are likely to define the future role of financial advice, attitudes towards an adoption of AI, and much more.

Conducted by ThoughtLab, the research included global surveys of investors and investment providers, and was based on a survey of 2,000 investors across countries, wealth levels, ages, lifestyles, occupations, gender, and other characteristics.

Click the image below to download the whitepaper and discover the key insights unpacked from the survey:

• What investors will expect from wealth providers in the years ahead.
• What opportunities exist for wealth providers to consistently deliver in line with investor expectations.
• The role AI will play in the future of wealth management.