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Services satisfaction rate of investment products among wealth management clients worldwide in 2023, by generation

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Source

Release date

May 2023

Region

Worldwide

Survey time period

2023

Number of respondents

2,600 respondents

Special properties

Survey respondents were wealth management clients

Supplementary notes

The source does not disclose how survey responses were collected.

Citation formats

Investment product service satisfaction of clients worldwide 2023, by generation

Published by K. Scholle, May 2, 2023

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 ** percent of boomers were satisfied with services relating to digital assets. This was a satisfaction rate of less than **** that of Generation X and less than a compared to the satisfaction rate of millennials.

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