Try For Free

10 Calls To Action for the Wealth Industry

We surveyed 1000* HWN investors. Here are 10 ways they said wealth managers can meet their changing demands.

The needs of HNWIs are changing. To better understand these changes and how they impact the wealth management community, FactSet and Scorpio Partnership conducted a thorough evaluation of more than 1,000 wealthy investors from the US, UK, Singapore, and Switzerland with an average net worth of $6.2 million. Our research captures their perspectives on their wealth advisors, the role of technology in creating a client experience, the definition of good culture, and how it impacts their opinion of their wealth manager.

Here are 10 ways these HNWI said wealth managers can meet their changing demands. For more into our survey and the new direction of wealth management, download our full eBook.