A new research report by PAM Insight, commissioned by Guernsey
Finance, examines the way in which service providers will need to
adapt to ensure they are one step ahead of changing families in a
changing world.
The report focuses on evolving private client trends, including
increasingly global families, attitudes towards sustainability,
being a 'good global citizen', and technology and digital
assets.
Katie Royals, Managing Editor of PAM Insight, said: "As
significant wealth transfers take place amid sweeping societal
changes, approaches to wealth management are shifting at a rapid
rate.
"Although specific changes in aims and requirements will
differ depending on the client, there are clearly identifiable
trends that can be used to highlight common challenges facing the
sector."
