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New Data on the Wealthiest Clients: What Advisors Need to Know
Opportunities for advisors and firms focused on serving high-net-worth and ultra-high-net-worth clients are expanding.

As wealthy clients get richer, they are looking not only for help managing their wealth, but for assistance with a broad range of needs, from preparing their heirs to steward the family fortune to strategies around impact investing.

Recent surveys from Boston Consulting Group, U.S. Trust, and Capgemini Financial Services with RBC Wealth Management highlight key trends among wealthy and ultrawealthy individuals. --Andrew Welsch

Click through to learn about the most important trends or view as a single page here.

Graphs created with Datavisu.al


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