The wealth management industry is undergoing a pivotal transformation as Gen X, Z and Millennials are redefining its rules. Unlike previous generations, they are digital-first, socially conscious, and seek more than financial returns: they want purpose, values-driven investments as well as personalised strategies.
With this conference, the EFG Gamma Foundation will explore the profound intergenerational shift and examine how the banking sector can bridge the gap by fostering transparency, advancing financial education, and blending human expertise with innovative technology to build trust and lasting relationships.
By convening global experts, we aim to examine the behaviours of the past and new generation of investors and the evolving roles of advisors and technology, deepening our understanding of how the Great Wealth Transfer is reshaping society and the financial landscape.
