Optimizing Client-Advisor-Firm Dynamics is Key as Wealth Management Firms Tackle Crisis Fallout

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Excerpt from the World Wealth Report 2009 The global economic and market downturn has shaken the trust and confidence that high net worth individuals (HNWIs) placed in markets, regulators, financial institutions, and the very principles of portfolio management, according to the 2009 World Wealth Report. Market losses and diminished confidence forced many HNWIs to shift […]

Excerpt from the World Wealth Report 2009

The global economic and market downturn has shaken the trust and confidence that
high net worth individuals (HNWIs) placed in markets, regulators, financial institutions,
and the very principles of portfolio management, according to the 2009 World Wealth
Report
. Market losses and diminished confidence forced many HNWIs to shift their
wealth towards safer investments across multiple institutions as a means of reducing
risk. What presents a distinct opportunity to some firms and a threat to others
is that HNWIs are more engaged than ever in finding the best management for their
assets, but their priorities in what is “best” have changed.

Learn more in this Spotlight from the World Wealth Report 2009.

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