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.
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The information contained in this article is not investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.
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