In the face of growing competitive pressures, wealth managers are challenged to show value for the fees assessed to clients, a task complicated by the often bespoke nature of services rendered to wealthy individuals.
In the face of growing competitive pressures, wealth managers are challenged to show value for the fees assessed to clients, a task complicated by the often bespoke nature of services rendered to wealthy individuals. In this webinar, Matthew Jackson, CFA, will describe the work that consulting firm Simon-Kucher has done to examine innovations in fee structures by wealth managers, including the results of their survey on how a wide range of clients perceive value.
This is an archived version of a live webinar that took place 2 November 2017.
Register to access the webinar (audio)