Maximising Value Through Excellence

Fulfilling the investment needs of the newer generations through structured investments

https://youtu.be/b_IUQ0ZBufo

Fulfilling the investment needs of the newer generations through structured investments

Emma Davidson, Director, Affinity Capital

Traditional ways of investing does not always entice the next generation. We need to find new investment strategies that will not only keep the next generation as clients, but also engage them. Emma Davidson discusses the use of specific long-term structured investments with low risk and high protection to expand wealth while meeting the investment needs of the next generation. Emma Davidson will share her experience and expertise on:

• Investigating a third way of investing that is long-term
with low risk
• Dissecting the different characteristics of the X and
Y generations to better understand their investment
preferences
• Analysing the pros and cons of structured investments
to avoid pitfalls