Knowledge Center Archive
The Futurewealth Report 2014: The Quest for a Valued Relationship
The first paper of the 2014 four-part series takes a close look at what attracts the Futurewealthy to their wealth manager. While reputation and costs are key to these individuals, what they are really searching for is a partner who can demonstrate value across a number of service areas.
This year’s series will chart the phases of the Futurewealthy client’s journey with their wealth manager. Topics include:
- Part 1: The quest for a valued relationship
- Part 2: Interacting with a firm
- Part 3: Extending and retaining the relationship
- Part 4: Making referrals and recommendations
The ongoing Futurewealth Project undertaken by Scorpio Partnership, a long-term initiative that began in 2009, is designed to uncover the attitudes and aspirations of wealth creators around the world.
SEI sponsored this project because we believe that genuine innovation must start with intimate knowledge of the end client.
Get your copy of The Quest for a Valued Relationship by completing the form below.