March 15, 2018
Wealth management services are essential to high-net-worth (HNW) individuals throughout all life stages. In our recent research study of 770 wealthy investors, we recognised a specific segment of these HNWIs – the Sunseekers.
Typically retired or looking to relocate to Spain or Portugal, they are ready to put their feet up and enjoy pursuing their hobbies and passions again.
At this stage of their lives, they have accumulated their wealth and require support from their wealth managers to ensure a hassle-free cross-border move. A golden opportunity lies here as only 13% of Sunseekers feel that the advice they receive in relation to their international assets is high quality – and when it comes to sourcing advice for their relocation concerns, friends, family and lawyers come to top of mind rather than wealth managers.
Click on the following image to download our e-book about the relocation journey:
