Wealth Management Firms Can Leverage Enterprise Value to Better Address HNWIs’ Complex Post-Crisis Needs

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An excerpt from the World Wealth Report 2011 The Spotlight from the World Wealth Report 2011 discusses the imperative for firms and advisors to help HNW clients manage the complex mix of goals, concerns, and priorities they now face post-crisis. Firms could drive significant HNW client satisfaction by leveraging “Enterprise Value” to deliver an integrated […]

An excerpt from the World Wealth Report 2011

The Spotlight from the World Wealth Report 2011 discusses the imperative for firms and advisors to help HNW clients manage the complex mix of goals, concerns, and priorities they now face post-crisis. Firms could drive significant HNW client satisfaction by leveraging “Enterprise Value” to deliver an integrated response to HNWIs’ complex post-crisis needs. Today’s client-driven Enterprise Value paradigm is very different from yesterday’s Firm-driven search for synergies. The Enterprise Value approach could be an especially important differentiator for Firms that need to be more responsive in today’s highly competitive market.

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