Affluent and HNW Investing - UK - November 2014
“While the traditional model is under threat from a mix of rising costs, greater pricing transparency and intensifying competition, a new breed of wealth manager is starting to emerge. This could demystify the investment expertise of established discretionary managers and put their fees under greater pressure and scrutiny.”
– Sarah Hitchcock, Senior Analyst – Financial Services
This report looks at the following areas:
- Wealthy investors need reassurance that product charges are ‘fair’ and ‘value for money’
- Enter the new digital players
- An ageing client base poses fresh challenges for wealth managers, but also presents an opportunity
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* This is a sample representation of the report layout and does not reflect the research included in this report.
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