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Our research unearthed three distinct relocator personas from the insights collected – Sun-seekers, Travellers and Entrepreneurs.
Different personas have different needs, and it can be challenging for wealth managers to understand how best to serve these wealthy wanderers. They require specific support and expect international expertise from their advisors.
In order to deliver targeted and practical solutions, wealth managers must begin to tackle the complexities of cross-border advice. From concerns to expectations, find out the need-to-knows on these interesting individuals.
Want to dive deeper into these HNW personas? Then, click click on the Slide Share logo below.
