FactSet and Scorpio Partnership surveyed more than 1,000 investors globally, with an average net worth of $6.2 million, to determine their top 10 expectations of wealth managers. Our research captures HNW and UHNW 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, and much more.
Here's some of what our research revealed about the demands of HNWI:
To see the complete survey results and what they means for how you can better appeal to wealthy investors, download the full research in our eBook: The Culture Challenge: HNWIs' Vision for the Wealth Management Industry in the Information Age.
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