Rethinking Expectations for High-Net-Worth Investors
This study looks at advisors who serve HNW clients to find out which services they use most, what they’re happy with, and where there is room for improvement.
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It’s a question the wealth management industry often asks: What do high-net-worth (HNW) investors want from their advisors, and how can advisors attract and retain them more effectively? But what exactly is a HNW investor? And what do they want out of an advisor?
This study aims to answer those questions by pinpointing similarities and differences between HNW investors of all ages, as well as why some such investors choose to work with advisors while others choose to manage their finances on their own. In addition, it looks at advisors who serve HNW clients to find out which services they use most, what they’re happy with, and where there is room for improvement.