Important investment market development: CFA study: Rich Gen Z and millennial investors are reshaping wealth advice – Fund Selector Asia. Analysis for investors across forex, equities, and alternative assets.
What You Need to Know
Here are the key details from this alert:
- CFA Institute, a global association of investment professionals, today released new research showing how Gen Z and millennial mass-affluent, high-net-worth (HNW) and very-high-net-worth (VHNW) investo
- Drawing on a survey of more than 2,400 mass affluent, HNW, and VHNW investors in Canada, India, Singapore, the United Arab Emirates, the United Kingdom, and the United States, the research found stron
- Findings from the research titled “Next-Gen Investors: A Guide for Wealth Managers and Financial Advisers” reveal that in Singapore, around 70% of young investors expect to receive an inheritance
- They also report the highest likelihood of holding ETF investments (50%), compared with 29% for Singaporean Gen X and Baby Boomer investors
- Cindy Tan, CFA, CA (Singapore), president, CFA Society Singapore, commented: “It is encouraging that the majority of Singapore’s young investors say they feel confident about investing and reaching th
- Notably, the top three asset classes they plan to own are individual stocks, ETFs and cryptocurrency
- Source: CFA study: Rich Gen Z and millennial investors are reshaping wealth advice – Fun
Investment Implications
Macro developments like this have ripple effects across asset classes. Diversified investors should review their exposure to correlated assets.
Research Resources
For hedge fund strategies, see TopHedgeFunds.net. For stock analysis, visit TheInvestingKing.com.
Frequently Asked Questions
Is this news verified?
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Published by Tophedgefunds on March 27, 2026. Source: CFA study: Rich Gen Z and millennial investors are reshaping
