What can banks learn from the next generation? (feat. Viola Werner | Credit Suisse)
The next generation of investors are likely to put forward new demands of their financial advisors, emphasizing digital excellence and sustainability.
This is relevant because the coming years will see an unprecedented generational redistribution of wealth.
We had the opportunity to speak with one of the leading experts on the financial needs and desires of the next generation. Viola Werner is Head of Global Next Generation and Families at Credit Suisse and the Founder and General Manager of the Young Investors Organization (YIO) and the Family Institute. We asked her what she loves about her job and what challenges and opportunities the next generation brings, and what banks need to do today to build relationships with the next generation.