This brief focuses on onshore HNW customers, detailing their product and service needs today and in the future, and their motivations for choosing products, services, and their bank.
Scope
- Results from our proprietary Wealth Management Market Leaders Survey of 20 wealth managers in Germany
- Detailed data about the demographics and investment portfolios (now and in 2 years) of German High Net Worths
- Detailed financial services needs and decision triggers of High Net Worths in Germany
- German Wealth Managers' plans regarding Relationship Manager recruitment and retention
Highlights of this title
Within two years in Germany, equities will see the biggest reallocation among HNWs' portfolios
Financial planning will be among the products and services that HNWs in Germany will most demand in two years' time
Failure to understand client needs is among the main reasons for HNWs in Germany to leave their wealth manager
Key reasons to purchase this title
- Build your customer targeting strategy using in-depth HNW population demographics and needs analysis
- Ensure customer retention by understanding the reasons that HNWs choose/leave their wealth manager in your country
- Assess the threats and opportunities for your business, including Relationship Manager recruitment, by understanding what your peers are planning
