Five Actionable Insights to Help You Meet Your HNW and UHNW Client Needs
June 20, 2025
Attracting and retaining affluent clients by successfully providing a broad array of services is the objective of most financial advisors. Toward that end, BNY Pershing in partnership with WealthManagement IQ recently conducted two related surveys that contained questions about advisor performance. In the first, advisors were asked for their views on how high-net-worth (HNW) and ultra-high-net-worth (UNHW) clients perceive them in the areas of service delivery, product knowledge and overall satisfaction. In the second survey, HNW and UHNW investors gave their views on the same issues. The areas where the views of advisors and investors align as well as diverge are illuminating.
Five Actionable Insights to Help You Meet Your HNW and UHNW Client Needs
Related Content
Process Efficiency and Capacity
For billion-dollar RIAs and enterprise wealth management firms, the digital imperative is no longer about staying competitive—it’s about remaining relevant. Modern clients, regardless of age or net worth, are digital-first by default.
Process Efficiency and Capacity
Practical advice from Professor Zico Kolter, Head of Carnegie Mellon University Machine Learning department, on how to approach integrating use of AI into a daily routine
Process Efficiency and Capacity
Artificial Intelligence (AI) is changing the investment landscape as we know it, and one of the biggest challenges facing the wealth management industry is how to harness AI to deliver more meaningful client relationships.
Process Efficiency and Capacity
For enterprise wealth management firms, the future will not be won with an incremental approach to growth.
Ask how we can help transform your business