The Increasingly Demanding Nature of High Net Worth Investors
Overview
Changing client behaviors are having a big impact on the levels of service and communications High Net Worth Investors (HNWI’s) expect from their wealth manager. This report details some of the key expectations of today's wealthy investors. Some key trends include:
- More and more are looking for a personal touch
- They are more demanding of financial products and services that fit their specific needs
- They are urbanizing and becoming more mobile and therefore, in spite of perceived security issues, they want everything available anytime, anywhere
The report concludes with some ideas on how wealth managers can meet the evolving needs of their high net worth clients.