High net worth (HNW) clients are all very different from one another – their requirements are constantly changing, and their financial complexities tend to grow as their wealth does. Providing wealth management solutions to the world’s wealthiest then, must steer far away from cookie cutter approaches. Advisors managing such enormous sums of wealth simply cannot be one trick ponies.

In order to understand the ways in which clients have formulated their views and attitudes towards money and their financial accomplishments, we asked 604 European HNWs about their formulas for success. It became clear to us that these wealthy individuals’ success has not come easily – their formulas are certainly complex. Having a strong work ethic is seen as the largest contributing factor to their current wealth levels, but their character and education levels do not fall too far behind.

Interested in learning more? Get ready for the launch of our new report, next week on this blog!

 

UPDATE : download our newly released report  ” The Many Hats of the Modern Wealth Manager ”  !