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.

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Things HNWIs Want From A Wealth Manager

This Tiger Cub Giant Is Betting On Banks And Tech Stocks In The Recovery

D1 CapitalThe first two months of the third quarter were the best months for D1 Capital Partners' public portfolio since inception, that's according to a copy of the firm's August update, which ValueWalk has been able to review. Q2 2020 hedge fund letters, conferences and more According to the update, D1's public portfolio returned 20.1% gross Read More


Article by FactSet