Five Calls-To-Action for the Wealth Management Industry [Infographic]

To better understand the impact of the COVID-19 global pandemic on the wealth management industry, FactSet undertook its fourth consecutive survey into the behaviors and preferences of wealthy investors. In November 2020, FactSet, in association with Aon, conducted a global online poll of 800 investors with an average net worth of $1.6 million. FactSet and Aon’s latest research, which surveyed the attitudes of 800 affluent and high net worth individuals across five markets (the U.S., Canada, UK, Switzerland, and Singapore), highlights five calls-to-action for the wealth management industry.