New research reveals profound shifts in investor needs and behaviours that will redefine the wealth industry

Wealth Management Study - Recordsure

New global study by ThoughtLab reveals the dramatic changes the COVID-19 pandemic caused in investor attitudes, behaviours, and expectations. Wealth and asset management firms will need to revise their thinking about customers and introduce a more personalised approach to succeed. ThoughtLab’s study of 2,325 investors and 500 wealth management firms worldwide shows that the pandemic […]