November 9, 2017
Inevitably, stresses and concerns can follow intense change. For relocators creating upheaval in their lives by moving across borders, getting the right support is paramount. Of the 280 European relocators we surveyed, 44% seek advice from their peers.
However, many referenced that actually family advice was the most helpful.
Wealth managers must use relocation as an opportunity to build strong relationships with their clients. Currently, however, they are noticeably absent from the process. Only 25% of relocating HNWs look to their wealth advisers for guidance and just 8% found them the most helpful resource.
Becoming more influential in this process will mean providing clients with a blend of technical advice and emotional support as they embark on this significant change.
Find out more from our recent research: here.