Digital natives, critical minds: What Gen Z's scepticism means for the future of wealth management

Wealth management is at a generational inflection point. By 2050, more than £7trn is expected to pass from older clients — half of whom are over 70 — to their children and grandchildren. As a result, the industry faces a radical shift in generational expectations. Gen Z, shaped by digital-first experiences and growing distrust of traditional institutions, is poised to challenge long-held models of advice and engagement. For firms to remain relevant, they must rethink both the tools and the tone of their client relationships by embracing interactive technology, adapting adviser roles, ...