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Webcast - What HNWIs is Demanding in a New Era of Volatility

Wealth Management

By Greg King, CFA  |  August 21, 2017

Living in the Information Age, we often take it as given that data is supreme. This is particularly true in the wealth management community, where information serves as a crucial guide for investment decision-making. 

Against this context, we are left to question whether the existing frameworks for understanding and communicating risk in the advisory relationship are sufficient. To address this issue, FactSet and Scorpio Partnership recently surveyed 1,123 HNWIs from Australia, Canada, Hong Kong, Singapore, Switzerland, the United Kingdom, and the United States to determine where current practices need to evolve to best serve the wealth industry and improve its resilience in the face of uncertainty.

We discuss the results of this survey and what they mean for the future of wealth management in a new webcast. During it, FactSet and Scorpio Partnership discuss changing trends, and unpack how the results of survey can inform wealth strategies going forward. 

The Webcast Will Cover:

  • The four types of risk wealth managers must address
  • What wealth mangers need to move towards a framework of resilience-building
  • What wealth managers can do now to improve client relationships and mitigate risks

Click on the link below to watch. 

Watch the What HWNIs Demand Webcast

Greg King, CFA

Senior Director, Head of Wealth Management

Mr. Greg King is Senior Director and Head of Wealth Management at FactSet. In this role, he is responsible for the success of FactSet’s overall Wealth Management business; from strategy and product creation to go-to-market delivery of services through the sales and marketing plans. Greg moved to London from the U.S. in 1999. For the two years before leading FactSet’s Wealth Management business unit, he was responsible for guiding the unit’s strategy. Before that, he spent eight years as Director of Workstation Solutions for the EMEA and APAC regions, and five years as Vice President of Institutional Sales in FactSet's UK Investment Management region. Greg earned a degree in Economics from Boston College and is a CFA charterholder.

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