Objectivity and the Client Experience


Objectivity and the Client Experience

By SEI Global Wealth Services

Global Wealth Services Topic of Interest Series - Part 3 of 5

Clients place great importance on their wealth manager's ability to listen to them and gain a deep understanding of their needs.  According to SEI sponsored research, conducted by Scorpio Partnership, most investors expect their wealth managers to use that personal knowledge to recommend appropriate solutions, not the other way around. 

Objectivity and the Client Experience provides insights into what investors and wealth managers across the U.S., UK, and Canada think about:

  • What "objectivity" really means
  • How wealth managers communicate "objectivity"
  • Ways to incorporate "objectivity" into wealth management offerings

SEI and Scorpio Partnership teamed up to conduct in-depth interviews comparing the views of 250 U.S., UK and Canadian private clients and wealth management providers, including banks, independent trust companies, and investment advisors.  The findings offer insights into what the wealth management industry is really thinking.

Download Objectivity and the Client Experience (PDF)