meeting the demands of a new generation of tech-savvy
TRANSCRIPT
Meeting the Demands of a New
Generation of Tech-Savvy Investors
4th June 2014
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Citi Private Bank
“To be the Leading Trusted Advisor for
UHNW Individuals and Families
around the World as they Build and
Preserve their Wealth and Legacies”
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Next Gen.. Wealth
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US$11 trillion
US$3trillion
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.... But Not Just Next Gen Story Wealth
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‘Silver Surfers’ grew by 25% in 2013
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Changing Engagement Model
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Changing Engagement Model
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Peers becoming as important as professionals
Changing Behaviours in Everyday Life
35% Of US couples recently
married met online
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Value By Design
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Value By Design
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In View
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It’s all about the Client Experience
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“The best way to predict your
future is to create it.”
- Abraham Lincoln