Restoring Client Trust
Rebuilding the relationship between financial advisers, asset managers and their clients
Examines the steps that asset managers and financial advisers are taking to restore the trust of high net worth investors (HNWIs). With insights from around the world, this report presents a unique perspective of how these constituents view each other, reveals what HNWIs expect from their advisers and provides practical examples of what the industry is doing in response.
- Misgivings – Why clients are reviewing their investor relationships
- Motivation – What really drives high-net-worth individuals and discover the tools to apply that knowledge
- Mentoring – How to adopt a collaborative style to foster deeper long-term relationships with clients