Wealth managers underestimating HNWI
Wealth managers are significantly underestimating the propensity of ultra high net worth individuals to make use of automated advice services, the World Wealth Report 2015 shows.
Wealth managers are significantly underestimating the propensity of ultra high net worth individuals to make use of automated advice services, the World Wealth Report 2015 shows.
European high net worth individuals are upbeat but their asset allocations remain conservative, a study finds.