Knowledge Center Archive
The 2014 Futurewealth Report Part 1: 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 charts the phases of the Futurewealthy client’s journey with their wealth manager.
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.