HNWI Investments and Behaviors

HNWI trust and satisfaction with their wealth managers and firms remained strong, but firms must continue to enhance client experience to keep up with rising expectations

Trust and confidence in wealth managers and firms remained strong, even within a volatile economic environment. Their sentiments may be the result of a series of wealth manager and firm pilot initiatives and efforts over the last few years to enhance HNW client experience and decoupling trust/confidence from investment performance.

World Wealth Report 2019

The World Wealth Report 2019 is the industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry. To navigate the current disruptive environment, this edition of the report explores how next-gen capabilities, including artificial intelligence and analytics, can empower both wealth managers and clients.

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