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.
Click here to view THE TABLE OF CONTENTS
This product was added to our catalog on Saturday 01 December, 2007.