Banking & Securities matters

Winning in the high-net-worth segment in US wealth management

A brief look at 8 ways that wealth managers can grow and deepen relationships with a segment that accounts for roughly $19 trillion in investable assets.
 Ayush Madan

Focuses on helping financial institutions define attractive value proposition to serve customers across different segments

 Agostina Salvo

Brings a customer-centric lens to help financial institutions drive profitable growth, focusing on strategy, distribution and client experience

Jill Zucker
 Jill Zucker

Brings a unique perspective to help clients anticipate the changing needs of consumers in financial services and adjacent markets

Wealth management

In the infographic below, we look at how COVID-19 has shifted product interest among US HNW clients, and share a set of research-based actions advisors can take to better serve their clients and grow their practice.