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Wealth management for high net worth individuals by Carlos Pimentel

Topic:       Wealth management
 
Authors:  Carlos de Serpa Pimentel
 
Published:   Nov 2009
 
Synopsis:   As the financial crisis took hold, high net worth individuals (HNWIs) watched their wealth decline and quickly lost faith in their wealth managers. Many withdrew assets or left their wealth management firms altogether. But as the economy improves, wealth management firms are seeking ways to alter their business models and provide a better service to their increasingly risk-averse clients, who are demanding more transparency on how their fortunes are managed.

This article first appeared in the November 2009 issue of Financier Worldwide.
 
Practice Area: Private Client & Trusts
 
 
Download:   File size: 326 KB - Number of pages: 2

For more information download: Wealth management for high net worth individuals.

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