The document presents survey results regarding respondent perceptions of personalized financial advice across different regions and age groups. Key findings indicate that significant percentages believe advice will become either less or more tailored and personal, with a majority expressing satisfaction with the quality and alignment of advice to their financial needs. The analysis also evaluates factors influencing choice of advisor, including brand reputation, expertise, and communication quality.

10. 28%
34%
31%
61%
59%
64%
11%
7%
5%
0% 20% 40% 60% 80% 100%
The Americas
Europe
Asia Pacific
% of respondents
Advice will become less personal Advice will become more personal Don't know
22%
26%
22%
69%
67%
73%
9%
7%
5%
0% 20% 40% 60% 80% 100%
The Americas
Europe
Asia Pacific
% of respondents
Advice will become less tailored Advice will become more tailored Don't know

12. 34%
28%
32%
26%
63%
68%
59%
57%
2%
4%
9%
17%
0% 20% 40% 60% 80% 100%
Under 40
40 to 49
50 to 59
Over 60
% of respondents
Advice will become less personal Advice will become more personal Don't know
25%
23%
25%
18%
72%
73%
67%
67%
3%
4%
8%
15%
0% 20% 40% 60% 80% 100%
Under 40
40 to 49
50 to 59
Over 60
% of respondents
Advice will become less tailored Advice will become more tailored Don't know

14. 70%
80%
90%
I have been given
the opportunity to
raise issues and
provide feedback
I have been asked if
I have questions or
requests
Recommendations
and actions have
been in line with my
tolerance to financial
risk
I received adequate
explanation on how
the investment
performance has
been generated.
The investment
strategy and how
solutions will achieve
my long-term
financial goals have
been fully explained.
Recommendations
and actions have
been in my best
interests
I received the advice
and information I
required to evaluate
and execute each
transaction.
My long term needs
and goals have been
understood and
addressed
% of respondents who agree
Overall Under 40s The Americas Under 40s Europe Under 40s Asia Pacific

20. 5%
15%
25%
35%
45%
55%
Profiling
processes to
understand my
needs
It is an
established
brand
Consistency Business model
meets my needs
Reputation of
the firm
Quality of
products and
services
Quality of
employees
Robustness of
security
processes
Quality of
communications
Opinion of
someone
outside the firm
% of respondents
Under 40s The Americas Under 40s Europe Under 40s Asia Pacific Overall average

22. 5%
25%
45%
65%
Quality of advice Demonstrated
performance
Level of
expertise of
advisor
Training and
qualification
level
Depth of
personal
relationship
Profile on a
professional
networking site
Credentials
supplied by the
business
Client base with
similar wealth
needs to me
Length of time in
the industry
Advisor with a
similar profile to
me
% of respondents
Under 40s The Americas Under 40s Europe Under 40s Asia Pacific Overall average