February 8, 2018
Increasingly, wealth managers find themselves trying to keep up with the wealthy who are enriching their lives with international travel. Whether these relocations are related to career progression, lifestyle changes or retirement, their financial needs become increasingly complex as more jurisdictions are crossed.
We recently researched 770 high-net-worth individuals to gain more understanding into the role which wealth managers can play supporting clients in this process.
Our insights reveal different profiles of wealthy relocators and their distinct needs – the Travellers, Sunseekers and Entrepreneurs have all relocated for different reasons.
Click on the Slide Share Logo to read about what they say is missing in their current wealth management relationships:
