dorsum white paper-millenials are the key to the mass affluent segment in cee

There is a lot of talk about Millennials, their global asset pool of $19 trillion will reach $24 trillion by 2020. They are clearly your future clients. But how are they influencing the bulk of your current client base? Download our White Paper to find out!

The Mass Affluent are the most diverse group Wealth Managers had to face. According to Merrill Edge, the Mass Affluent are retired professionals who want to preserve their wealth, people about to retire, established professional on the top of their careers and young professionals working in highly profitable and fast growing industries, with ideas of their own. In CEE, The Mass Affluent are often called the Premium Banking segment and are those with liquid assets of between €20 and €80 thousand. We advise that to get to this segment, you should master the needs and investment practices of the Affluent Millennials.

Download our White Paper on why Millennials are key to the Mass Affluent segment in CEE to reap the benefits of meeting this challenge prepared

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Dorsum is proud to benefit from the European Commission’s Brexit Adjusment Reserve.
Learn more about our project aimed at aligning our Wealth Management Suite to the UK market. (Hungarian content)