The DNA of European Investors – Step 8:

Wealthy clients are loyal customers willing to commit to long-term relationships, according to…

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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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