The ultra-wealthy are good at picking wealth managers that fit their needs: 79% reported being satisfied with their managers, according to Capgemini.
When looking for a wealth manager, high net worth individuals value customer service over the firm's past performance, according to Capgemini's 2019 World Wealth Report. A full 79% of the ultra-wealthy individuals surveyed reported being satisfied with their wealth managers, and 82% reported being satisfied with their management firms, according to Capgemini. A wealth manager's fees and reputation are also important to potential ultra-wealthy clients, Capgemini found.
When looking for a wealth manager, high net worth individuals value customer service over the firm's past performance, according to Capgemini's 2019 World Wealth Report. A full 79% of the ultra-wealthy individuals surveyed reported being satisfied with their wealth managers, and 82% reported being satisfied with their management firms, according to Capgemini. A wealth manager's fees and reputation are also important to potential ultra-wealthy clients, Capgemini found.
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