To measure the impact of the COVID-19 pandemic on the wealth management industry, FactSet in association with Aon conducted its fourth consecutive global survey of 800 high net worth (HNW) investors to better understand the triggers and drivers that are shaping our “new normal” today and in the future. With no end in immediate sight to market uncertainty, wealth managers and advisors will have to reflect and re-frame their role and purpose relative to what their HNW clients need now.
Embed tools that help clients visualize their portfolios and understand how their risk profiles may have evolved
Leverage data and analytics to look beyond diversification and initiate more targeted client conversations
Bridge the gap between in-person and digital interactions
Download our newly released eBook, Bridging the Digital Divide in Wealth Management, where we examine what wealth management firms can do to race ahead of the competition and make technology their differentiator.