Five Calls-To-Action for the Wealth Management Industry [Infographic] Wealth Management

By FactSet Insight| April 29, 2021

To better understand the impact of the COVID-19 global pandemic on the wealth management industry, FactSet undertook its fourth consecutive survey into the behaviors and preferences of wealthy investors. In November 2020, FactSet, in association with Aon, conducted a global online poll of 800 investors with an average net worth of $1.6 million. FactSet and Aon's latest research, which surveyed the attitudes of 800 affluent and high net worth individuals across five markets (the U.S., Canada, UK, Switzerland, and Singapore), highlights five calls-to-action for the wealth management industry.

Attachments

  • Original document
  • Permalink

Disclaimer

FactSet Research Systems Inc. published this content on 29 April 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 29 April 2021 14:05:02 UTC.