The Future Wealth Project 2011

Presented by

Sebastian Dovey, Managing Partner, Scorpio Partnership

About this talk

The next generation of wealthy individuals will be the most valuable clients, but the services they want and need from their advisers will be different. How should you be engaging with them now, to profit from them later ? We learn from the acclaimed tracking study, The Future Wealth Report, and look at ‘customer experience’ from the HNW clients’ perspective, to judge whether the wealth management industry could and should do more to tailor its services to their needs.

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