Private Banks Knowledge Center


The Future Wealth Report: A Client Revolution

As part of SEI's commitment to delivering solutions that are both relevant and innovative, today and tomorrow, we are proud to be a partner on the Futurewealth Project. This project is creating a very unique body of empirical research on the global high-net-worth individual investor market.

The Futurewealth Report: A Client Revolution captures insights from 3,300 high-net-worth (HNW) individuals who are on the fast track to generating wealth, and identifies what it takes to be financially successful. The 2012 report is part of the ongoing Futurewealth Project undertaken by Scorpio Partnership. The project is a long-term initiative to uncover the attitudes and aspirations of wealth creators around the world.

Genuine innovation must start with intimate knowledge of the end client. The Futurewealth Report: A Client Revolution provides new insights and fresh ideas that will continue to power future thinking and innovative results.

Download the full report (PDF)