Abstract
Introduction
“The market downturn has had a dramatic effect on HNWs' portfolios,
potentially causing them to lose faith in their wealth managers. To keep
clients, wealth managers need to know what this lucrative customer wants from
them, in terms of products, services, and interaction.”
Scope of this research
- HNW demographic and attitudinal attributes based on our Wealth Management
Market Leaders Survey 2009
- Extensive primary research from 20 wealth management companies highlights
their strategies for revenue growth, acquiring and keeping clients
Research and analysis highlights
Belgo-Dutch clients are characterized by loyalty, and have a high appetite for
risk. However, they are not financially knowledgeable and are therefore
confused by the conditions they see in the current market. They are relatively
defensively positioned at present, but they are starting to return to riskier
asset classes for returns.
It is more important than ever that wealth managers work to ensure that their
strengths are aligned with HNWs' greatest needs. Proactivity in providing
clients with ideas and identifying opportunities in the downturn are both seen
as weaknesses by many wealth managers, but they are among the most important
service features to HNWs.
Key reasons to purchase this research
- Understand the HNW population' s investments by sector and geography,
appetite for risk, and reasons for choosing/leaving their wealth service
- Assess the threats and opportunities for wealth managers by understanding
how peers are planning to grow revenues, acquire and keep clients
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