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Family offices: what do they want from wealt


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Family offices: what do they want from wealth managers?


Category: Financial Services

Library Code: DMFS1999

Type: Report

Publication Date: 09-Mar-07

Format: PDF

Pages: 21

STANDARD DESCRIPTION:

Introduction
This report will outline what family offices want from wealth managers to asses the most appropriate business model, pricing, products and services.

Scope
Analysis into the size of the family office market on a global scale. Assesses the nature of the relationship between family offices and providers. Opinion and information collated from extensive interviews with several family offices.

Highlights
Wealthy families are sophisticated investors and the products & services they demand reflect the need for an in-depth and sophisticated service. Providers need to work with family offices to ensure their clients are receiving the most suitable and best performing investment products. The sophisticated and demanding nature of the family office customer base necessitates up-to-the minute, quality information.

Reasons to Purchase
Identify the size of the family office space on a global scale. Discover the type of products most in demand from family office customers. Identify the key areas where providers can improve the service they offer to family offices.

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This product was added to our catalog on Saturday 01 December, 2007.

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