ABOUT THE REPORT —

This report allows wealth managers to identify good and bad practice in terms of building trust, and importantly provides a framework in order to help them achieve greater trust amongst both their clients and their staff. In addition, the data enables comparisons to be drawn between EMEA, the Americas and AsiaPac where different service practices and business models can be compared and contrasted. At a later stage, additional analysis will be carried out at regional and at a country level and further data and findings will be made available for Australia, Netherlands, Middle East, a number of IFC’s, UK, HK / Singapore, Switzerland and the USA.