MSCI调查：60%受访者认为高净值客户现在或将来需要财富管理个性化服务

智通财经2025-03-11

智通财经APP获悉，MSCI最新的《财富管理新兴趋势报告》指出，60%受访者认为高净值客户现在，或在不久的将来将需要一定程度的个性化服务。显然，财富管理行业处于转型的关键时刻，需要灵活应对个人投资者不断变化的需求和偏好。报告指出，转型科技、环境与资源、健康与医疗，以及社会与生活方式四大发展趋势，将对未来投资产生重大影响，而每种趋势所带来的连锁效应，将进一步推动投资者对投资个人化、透明化和高科技...

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