‘Investment performance’ and ‘range of products & services’ are the most valued
aspects of wealth managers
‘Investment performance’ tops the chart as the most valued aspect of wealth
managers as seen by more than 60% of HNWIs globally and across all age groups.
Unlike their global counterparts who have ‘rapport with advisor’ second on their list
(valued by 50% of HNWIs worldwide), clients in Asia Pacific place more value in
the ‘range of products & services’ offered by their wealth managers at 61%
(Figure 6).