Personalised investor experiences

LSEG Wealth Solution Research Report 2023

Our latest research, which surveyed more than 1,000 investors, highlights the data, insights and digital experiences that investors are looking for – from digital assets, index strategies and leveraging social media for investment ideas to their market outlook and risk appetite. Providing a tailored and personal approach is key to creating a competitive advantage and engaging the modern investor.

Read our report for 5 ways wealth firms can improve their strategies to bridge the generation gap and attract investors. Find out:

How investors' experiences with their wealth firms differ across generations?
What alternative investments and digital assets do investors want information about?
How do investors plan to react to any further market volatility in 2023?

33% of Millennials and 21% of Gen X investors are using social media to gather insights and ideas, compared with only 3% of Boomers.

84% of Millennials state that advisors provide a personalised investing experience based on their needs.

Investors are as likely to take chances for larger gains as they are to avoid investment risk.