Gartner Research

Key Insights on How High-Net-Worth Clients Work With Wealth Management Providers

Published: 21 July 2020

ID: G00728423

Analyst(s): Financial Services Business Leader Research Team

Summary

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.

Table Of Contents

Overview

Conclusion

Recommended by the Authors

About This Research

Endnotes

Presentation Deck

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