The DNA of European Investors – Step 7:
December 17, 2015
Younger clients are more sceptical about wealth management service delivery. 27% of youthful Europeans believe that investment recommendations have not been in…
MoreThe DNA of European Investors – Step 6:
December 16, 2015
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…
MoreThe DNA of European Investors – Step 5:
December 15, 2015
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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