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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’

‘They need bespoke strategies with the expertise of multiple advisers’