The generation least satisfied by the services provided by their wealth management firms in relation to various investment products were the baby boomers. Less than 15 percent of boomers were satisfied with services relating to digital assets. This was a satisfaction rate of less than half that of Generation X and less than a third compared to the satisfaction rate of millennials.
Services satisfaction rate of investment products among wealth management clients worldwide in 2023, by generation
Characteristic
Active funds
Passive funds
Alternative investments
Digital assets
sustainable investments (ESG)
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EY. (May 2, 2023). Services satisfaction rate of investment products among wealth management clients worldwide in 2023, by generation [Graph]. In Statista. Retrieved June 18, 2024, from https://www.statista.com/statistics/1258002/wealth-management-clients-alternative-investments-by-generation-worldwide/
EY. "Services satisfaction rate of investment products among wealth management clients worldwide in 2023, by generation." Chart. May 2, 2023. Statista. Accessed June 18, 2024. https://www.statista.com/statistics/1258002/wealth-management-clients-alternative-investments-by-generation-worldwide/
EY. (2023). Services satisfaction rate of investment products among wealth management clients worldwide in 2023, by generation. Statista. Statista Inc.. Accessed: June 18, 2024. https://www.statista.com/statistics/1258002/wealth-management-clients-alternative-investments-by-generation-worldwide/
EY. "Services Satisfaction Rate of Investment Products among Wealth Management Clients Worldwide in 2023, by Generation." Statista, Statista Inc., 2 May 2023, https://www.statista.com/statistics/1258002/wealth-management-clients-alternative-investments-by-generation-worldwide/
EY, Services satisfaction rate of investment products among wealth management clients worldwide in 2023, by generation Statista, https://www.statista.com/statistics/1258002/wealth-management-clients-alternative-investments-by-generation-worldwide/ (last visited June 18, 2024)
Services satisfaction rate of investment products among wealth management clients worldwide in 2023, by generation [Graph], EY, May 2, 2023. [Online]. Available: https://www.statista.com/statistics/1258002/wealth-management-clients-alternative-investments-by-generation-worldwide/