November 23, 2017
European HNWs know what they want – especially when it comes to their wealth management. Trust, security and stability are indispensable. And these attributes become even more important for HNWs living in new countries with different tax laws.
To understand their preferences further, we asked relocators and non-relocator European HNWs which capabilities they believe are or would be necessary as part of a wealth management proposition. Quality of service came out on top for both these groups as the most important factor when working with a wealth firm.
Interestingly, the wealthy wanderers of the world also tend to seek out digital offerings much more than their peers who decide to continue living in their country of origin. In contrast, non-relocators seek to work with firms who provide high quality investment performance monitoring services.
Delve into the data even further by clicking: here.
