Published: 21 July 2020
ID: G00728423
Analyst(s): Financial Services Business Leader Research Team
High-net-worth clients need continuous help managing their finances but more than half lack proactive support from their providers. Wealth management leaders should use the key attributes of HNW clients in this report to address their unmet needs and improve their interaction experience.
Overview
Conclusion
Recommended by the Authors
About This Research
Endnotes
Presentation Deck
©2021 Gartner, Inc. and/or its affiliates.
All rights reserved.
Gartner is a registered trademark of Gartner, Inc. and its affiliates.
This publication may not be reproduced or distributed in any form without Gartner’s prior written permission.
It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact.
While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information.
Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such.
Your access and use of this publication are governed by Gartner’s Usage Policy.
Gartner prides itself on its reputation for independence and objectivity.
Its research is produced independently by its research organization without input or influence from any third party.
For further information, see Guiding Principles on Independence and Objectivity.