#Global wealth tracker full
The findings of the research are summarized in the full report. Yet clients reveal a growing appetite for advice and support, especially when it comes to new, complex investment products. Investors’ fundamental goals, meanwhile, remain defensive: They’re less focused on creating purposeful legacies than they were during the pandemic. As these investors seek better investment options, advisors are facing the challenge of meeting complex client demands while keeping up with the fast-paced financial innovation and accelerating technological transformation to stay ahead of the competition. Investors are attempting to safeguard their wealth by transferring their assets to a provider capable of delivering better investment performance and diversifying their portfolio. That insight is one of the more surprising findings to come from the 2023 EY Global Wealth Research Report.Ĭonducted during a period of exceptional volatility, the results show that far from consolidating assets, clients are increasingly willing to spread their portfolios across several providers. Today’s investors are voting with their feet, willing to change advisors and add new relationships, while searching out the products, services and advice they need to make sense of an increasingly complex investing world.
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