Enhanced reputation and long-term sustainability
Taking three months or more to onboard ultra-high net worth clients
In business prevention is better than cure
Networks should adopt a personal and holistic approach
Six out of ten who do not get support are considering doing so
‘A personalised approach can help women look after their wealth’
Over a quarter of advisers are not segmenting their client base
The ‘sink or swim' approach can be a risky and costly one
Smaller firms finding it more difficult to be innovative
‘The sector is set to lose so many of its experienced workforce’