NextGen or LostGen? AKG Research Paper

The need to develop new client acquisition strategies

Targeting and acquiring the NextGen

A new research paper sponsored by Schroders from independent consultants AKG highlights how advisers need to change their business models if they are to attract the next generation of clients. 91% of advisers recognise the need to develop different types of service and fee models in order to work with different client age groups and segments while also making use of new technology.

Icon_Prussian Blue_64x64_Pound


50% of advisers surveyed selected the cost of living crisis and 49% cost margins/pressures as the key challenges when it comes to acquiring NextGen customers.

Icon_Prussian Blue_64x64_Team

Client age

While around 70% of advisers are targeting NextGen customers, over 90% are targeting those aged 36-54.

Icon_Prussian Blue_64x64_Man and woman

Client type

Only 15% of advisers surveyed are targeting the children or grandchildren of existing clients.

Download the paper

Slide 1 of 1
White Paper
NextGen or LostGen? Research Paper

Schroder Investment Solutions

A world of multi-asset expertise to meet your clients’ needs at a cost that can offer real value for money.

Practical guides

Slide 1 of 1
Follow us

Please remember that the value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.

This marketing material is for professional clients or advisers only. This site is not suitable for retail clients.

Issued by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registered Number 4191730 England.

For illustrative purposes only and does not constitute a recommendation to invest in the above-mentioned security / sector / country.

Schroder Unit Trusts Limited is an authorised corporate director, authorised unit trust manager and an ISA plan manager, and is authorised and regulated by the Financial Conduct Authority.

On 17 September 2018 our remaining dual priced funds converted to single pricing and a list of the funds affected can be found in our Changes to Funds. To view historic dual prices from the launch date to 14 September 2018 click on Historic prices.