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HNW millennials want personalised online wealth platforms that offer “purposeful” investment opportunities, says UBS

To cater to high net worth (HNW) millennials, wealth managers should focus on delivering personalised online platforms that present clients with global opportunities to generate social and financial returns on capital, according to a report by UBS Wealth Management’s Chief Investment Office. “Wealthy millennials and other private clients have expressed growing interest in innovations like digital platforms and sustainable and…

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