A significant new study from the CFA Institute confirms what Conciergen has been observing on the ground for the past two years: wealthy Gen Z and millennial investors are fundamentally reshaping the expectations, preferences, and service models they demand — not just from financial advisors, but from the entire ecosystem of premium business services they use.
For business concierge, the implications are profound and immediate.
The CFA Institute's research into rich Gen Z and millennial investors — broadly defined as high-net-worth individuals aged 25 to 42 — identifies several key differentiators from their boomer counterparts:
"Rich Gen Z and millennial investors are reshaping wealth advice — they want advisors who understand them holistically, not just their portfolios." — CFA Institute research, March 2026
The traditional model of business concierge — reactive, phone-based, operating 9 to 5 — was built for a different generation of wealth. At Conciergen, we recognised this shift early and have built our service model around the expectations of younger, digitally-native entrepreneurs and founders.
Our approach for Gen Z and millennial HNWI clients includes:
The Henley & Partners Education Report 2026 adds another layer to this picture. As global wealth becomes more mobile, younger HNWIs are actively seeking second residencies, international education pathways for their children, and lifestyle structures that can function across multiple jurisdictions. Their concierge needs are inherently international — and their service expectations don't change when they cross a border.
Conciergen's founders and team members are themselves international — we understand the logistical and lifestyle complexity of a life lived across London, Dubai, Singapore, and New York, because many of us live it too.
For founders and entrepreneurs — the core of Conciergen's client base — the ability to delegate effectively is a direct competitive advantage. A founder who can reclaim 15 hours per week through disciplined delegation doesn't just feel less stressed. They make better decisions, build stronger relationships, and compound their results faster than a competitor who is still drowning in their own inbox.
The CFA research is a reminder that the business case for premium concierge has never been stronger — and the clients who understand this are, increasingly, the next generation of wealth.
Conciergen — London-based business concierge for entrepreneurs and founders. We handle the operational complexity of your life so you can focus on the decisions that only you can make.