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Key Issues In Wealth Management 2003: Marketing And Distribution Of Premium Services

Business Insights, May 2003, Pages: 126


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Recent poor performance in the stock market has caused more problems for wealth managers, not only has the market been overcrowded until recently, there now seem to be fewer ways of pulling in the wealthy customer. The report, Key Issues in Wealth Management 2003: Marketing and distribution of premium services, explodes this myth and demonstrates how new target segments can be reached with broader sets of innovative products aimed exclusively at the wealthy client. This report also gives detailed benchmarking measures of 30 of the top wealth mangers currently providing services. Given the improved development and usage of websites and the general proliferation of marketing channels, the report also puts wealth management in the context of internet distribution, outlining the general issues and the successful answers provided by some of the leading wealth management service providers.



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