Are industry economics aligned with the needs of the end investor across the wealth continuum?
This brief databook combines industry-wide data with FNZ’s own data to consider how better access can be provided to investment opportunities for investors across the whole wealth continuum. In doing so it explores:
The investment opportunity disparity between retail, mass affluent and High-Net-Wealth (HNW)
How cost-to-serve has changed over the last decade
The scale-effect of digital wealth platforms on asset servicing