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Who are Gen Z investors ? Understanding Gen Z’s Priorities.



Gen Z investors expect transparency from their wealth managers. They want to know where their money is going, how it’s being invested, and what fees they’re paying.


Gen Z investors want investment solutions that are tailored to their individual needs and goals. They want to feel like their wealth manager understands their unique situation and is working with them to achieve their financial objectives.

Digital Accessibility

72% of millennials use mobile apps to access their financial information (source : Refinitiv) Gen Z investors are digital natives who expect to be able to access their investment portfolios and communicate with their wealth managers online. They want to be able to check their investment performance, make transactions, and communicate with their wealth manager through digital channels.

Socially Responsible Investment

Gen Z investors are more socially conscious than previous generations and want to invest in companies that align with their values.

82% of Gen Z and close to two-thirds of young millennial investors have exposure to Environmental, Social and Governance (ESG) investments (source Survey Amundi and Business Times).

Wealth managers need to offer socially responsible investment solutions that allow Gen Z investors to invest in companies that prioritize sustainability, social responsibility, and corporate governance.


Adapting to Millennial Trends

Offer digital services and solutions

Gen Zers are digital natives and expect to be able to access and manage their wealth online. Make sure your wealth management firm has a strong online presence and offers a range of digital services and solutions, including online account management, mobile apps, and virtual financial planning tools.

Provide personalized and tailored experiences

Gen Zers expect personalized and tailored experiences, and this is especially true when it comes to their finances. Offer personalized investment recommendations and financial planning services based on the individual needs and goals of each Gen Zer client.

Foster transparency and honesty

Gen Zers value transparency and honesty, and are more likely to trust and do business with firms that are open and transparent about their practices and policies. Be upfront about fees and charges, and clearly communicate any potential risks and rewards associated with different investment options.

Emphasize sustainability and social responsibility

Gen Zers are more socially and environmentally conscious than previous generations, and many prioritize investing in companies and causes that align with their values. Consider offering socially responsible investment options with ESG investments solutions and highlighting your firm’s commitment to sustainability and social responsibility.

Use social media and other digital channels to engage with Gen Zers

Gen Zers are active on social media and other digital channels, so it is important for wealth management firms to have a strong presence on these platforms. Use social media to share useful content, engage with Gen Zers, and build trust and credibility.

Offer educational resources and tools

Many Gen Zers are still learning about personal finance and investing, and may appreciate access to educational resources and tools to help them make informed decisions. Consider offering online courses, webinars, and other educational materials to help Gen Zers learn about different investment options and strategies.

Foster a sense of community

Gen Zers value community and connection, and may appreciate opportunities to connect with other investors and financial professionals. Consider hosting events or creating online communities where Gen Zers can learn from and interact with each other.


Meeting Gen Z’s Expectations with KeeSense Portfolio Management Solution

To effectively address the expectations of Gen Z investors, wealth managers can leverage digitization and portfolio management solutions. KeeSense portfolio management solution can help wealth managers achieve their digital transformation goals and better serve Gen Z investors.

As seen above, Gen Z investors prioritize transparency, customization, and digital accessibility when choosing a wealth management firm.

A CRM allows wealth managers to personalize their communication with clients and offer a more tailored experience. By customizing the portfolio to the unique preferences and goals of each Gen Z investor, wealth and asset managers can provide investment solutions that meet their specific needs and align with their values.

Furthermore, using KeeSense’s asset allocation and rebalancing features, wealth managers can create customized investment portfolios that take into account each client’s risk tolerance, investment goals, and liquidity needs.

Moreover, the ability to offer a digital experience, including online account management and mobile apps, is essential for wealth managers to appeal to this generation of investors. This not only allows Gen Z investors to access their investment portfolios and communicate with their wealth managers on their terms but also demonstrates the firm’s commitment to innovation and modernization.

KeeSense’s CRM and mobility features, wealth managers can communicate with clients on their preferred channels and personalize their communication to better align with the needs and preferences of Gen Z investors.

Finally, Gen Z investors are more likely to invest in alternative investments and ESG investments that align with their values and prioritize sustainability and social responsibility. KeeSense offers the ability to manage alternative investments, allowing wealth managers to provide socially responsible investment options and demonstrate their commitment to sustainability and social responsibility.

The Future of Wealth Management: Integrating ESG KPIs for long-term success.

Interested in learning more about KeeSense and how it can help you better align with the needs and preferences of Gen Z investors ?

Book a demo now.