Info-Graphs

Four Things HNWIs Want From A Wealth Manager [Infographic]

In 2017, FactSet and Scorpio Partnership surveyed more than 1,100 HNW and UHNW individuals globally to determine whether the existing frameworks for understanding and measuring risk in the advisory relationship are sufficient.

Our research shows that market volatility, a lack of process capacity of wealth managers, and a lack of understanding of risk processes and investment knowledge by investors pose serious challenges to wealth managers and HNWIs alike. From risk management to resilience building, in the infographic below, we outline some of the strategies wealth mangers can take to capitalize on these changes.

Get The Full Ray Dalio Series in PDF

Get the entire 10-part series on Ray Dalio in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues

Things HNWIs Want From A Wealth Manager

Article by FactSet