The DNA of European Investors – Step 7:

Younger clients are more sceptical about wealth management service delivery. 27% of youthful Europeans believe that investment recommendations have not been in…

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The DNA of European Investors – Step 6:

Unsurprisingly, high-achieving wealthy individuals believe that quality rather than quantity is the essence of a desirable dialogue. Simply, becoming a ‘trusted advisor’ to HNWI is not about delivering…

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The DNA of European Investors – Step 5:

As you would expect, HNW investors feel that the advisor is the linchpin of a great transaction experience. In fact, the top three factors that are most important to them when making a trade all relate to…

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