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09 May 2023

As generational wealth is shifting, Steffanie Yuen, Endowus’ Head of Hong Kong, discussed how wealth managers should cater to HNW and UNHW families by expanding their multi-generational offerings. The growing needs of the next generation of wealth have evolved beyond digital services into omnichannel experiences. Industry players must consider providing more value to end-to-end user engagements, while ensuring full transparency of their services to build trust among their clients.

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