Wealthy Wanderers And Their Needs
February 22, 2018
From our recent research of 770 European high-net-worth (HNW) investors, an interesting segment of clientele emerged – Travellers. Any wealthy wanderers who have relocated more than three times fall into this category, with an average of five relocations over their lifetime. They are generally younger and more financially successful than the overall sample, perhaps due […]
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Managing Wealth For The Jet-Setters
February 15, 2018
As international relocation becomes a lifestyle for high-net-worth individuals, wealth managers must adjust to the needs of these global jet-setters. Our most recent research involving 770 wealthy individuals found that only 8% of relocators felt their wealth managers were helpful in the process. As a result, 41% of millennials would have no reservations about changing […]
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Know Your Client: Wealthy Relocators
February 8, 2018
Increasingly, wealth managers find themselves trying to keep up with the wealthy who are enriching their lives with international travel. Whether these relocations are related to career progression, lifestyle changes or retirement, their financial needs become increasingly complex as more jurisdictions are crossed. We recently researched 770 high-net-worth individuals to gain more understanding into the […]
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