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:
Click on the link below to watch.