Building a Future-Ready Investment Firm

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Audience Persona slide · 70%

Women: a growing industry force. Surprisingly, only 30% of firms will focus on women over the next three years, although they may control $93 trillion of the world's wealth by 2030.

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Firms focusing on specific investor groups other · 86%

63% of firms plan to expand in their main client segment over the next three years.

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Includes a table of 12 segments with average focus percentages and leading firm types.