PA360: Advisers should look to crypto to engage younger clients

£5.5trn expected to move across the generations in next 30 years

Elliot Gulliver-Needham
clock • 3 min read

Engaging with clients on topics such as cryptocurrencies and non-fungible tokens (NFTs) may be essential for preparing for a wealth transfer to younger generations, delegates at PA360 heard.

Speaking yesterday (26 April), Schroders head of UK intermediary solutions Gillian Hepburn highlighted that about £5.5trn is expected to move across the generations across the next 30 years, into age groups that are increasingly focused on digital assets as a means of investing. Therefore, an emphasis on "bringing clients through that wealth journey" was essential, she said, allowing firms to future-proof and engage with the next generation. She highlighted that 65% of inheritors will not use their parents' finance adviser after they receive the inheritance and that 59% of firms said ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Investors move from cash to US equities as confidence improves

Investors move from cash to US equities as confidence improves

Investment Association figures show

clock 05 June 2026 • 3 min read
The active funds beating the MSCI World for the past decade

The active funds beating the MSCI World for the past decade

'The next decade could be very different'

Darius McDermott
clock 04 June 2026 • 5 min read
Commodity allocations in a volatile landscape

Commodity allocations in a volatile landscape

'Currency dynamics are also becoming more significant'

Rob Gleeson
clock 03 June 2026 • 4 min read