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The wealth administration trade is on the cusp of a seismic shift. By 2025, the variety of ultra-high-net-worth (UHNW) purchasers with $50 million or extra in property will soar by 30% over 2021 ranges1.
Whereas UHNW purchasers are desperate to see their cash develop, prosperous buyers and their households face a number of challenges and alternatives to protect and increase their wealth. Wealth managers who work with them should be prepared to satisfy their purchasers’ evolving expectations.
Our whitepaper presents actionable insights and cutting-edge methods that can assist you meet and exceed UHNW shopper expectations. Uncover the way to harness know-how and personalised service to construct lasting relationships together with your Most worthy purchasers.
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1 Faucet Into the ‘Phenomenal’ Progress of Rich Shoppers, ThinkAdvisor, March 16, 2023