In 2017, FactSet and Scorpio Partnership surveyed more than 1,100 HNW and UHNW individuals globally to determine whether the existing frameworks for understanding and measuring risk in the advisory relationship are sufficient.
Our research shows that market volatility, a lack of process capacity of wealth managers, and a lack of understanding of risk processes and investment knowledge by investors pose serious challenges to wealth managers and HNWIs alike. However, they also present a major opportunity for advisors and clients to tackle these challenges together and develop more collaborative relationships.
Here's what our research revealed about today's HNWIs:
To see the complete survey results and start building stronger relationships with wealthy investors, complete the form to download the full research in our eBook: The Resilience Agenda: The Wealth Manager’s Guide to the New Era of Volatility.
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