March 1, 2018
Having relocated five times on average, Travellers are arguably the most adventurous profile of HNW relocators we have uncovered in our recent cross-border research! They are well-versed in the unexpected challenges that may arise during their relocation journey.
As such, 35% of them seek advice from specialist relocation agencies as well as their current or future employers (38%). However, it appears that advisors are missing from the relocation A-team.
Worry not, Travellers are already thinking ahead! Thirty percent of Travellers are keen to work with wealth managers who have strong advice capabilities and expertise. Clearly there is potential for advisors to step in and add a financial perspective to the nuances involved the planning and execution of a move.
To learn more about the relocation journey and the role that advisors have to play, download our e-Book here:
