2024 Global Retail Investor Outlook 2025

Retail market participants differ widely in prioritized financial objectives, product preferences and suitability of investing strategies 30%34% 17% 10%Percentage of investors who stated they are “uncomfortable with loss in the short or long term” Mass market Affluent High net worth+ High-net-worth investors typically have higher financial literacy levels, often consulting advisers for portfolio allocation. Their larger budgets and complex strategies increase openness to illiquid assets. 84% of high-net-worth investors rate availability of suitable products as key drivers behind investing platform selection. ~50% higher likelihood to be currently investing in alternative assets than mass market investors.Potential industry tools and innovations Access to advanced investment solutions and alternative markets Unified wealth view with advanced self-service analytics Premium digital and in-person wealth planning with tailored insights *Wealth bands split: mass market = $0-100,000, affluent = $100,000- 1 million, high net worth+ = over $1 millionPage 46 High net worth+* 2024 Global Retail Investor Outlook 45