Future-proofing prosperity in a time of upheaval.

The world of wealth is witnessing a historic transformation. By 2030 the share of global wealth held by Baby Boomers will be surpassed by Gen X and Millennials1—cohorts brought up in a far more interconnected, technologically savvy and globalized age. In some instances the impact of this shift will be shaped by local factors, such as demographic changes. In other instances this shift will reflect shared characteristics, as demonstrated by the greater popularity of overseas investing among younger high-net-worth individuals (HNWIs2) brought up in an era of globalization.3 Whatever the drivers, the landscape of wealth is changing—from local to global, and from one focused on returns to one founded on personal values.

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