Intellidex Top Private Banks & Wealth Managers: Who leads the different investment archetypes?
Because of the different methodology, these scores are not comparable to previous years
Every investor has different needs but, broadly, they can be grouped within one of our five archetypes of the typical investor. We presented these archetypes to private banks and wealth managers and assessed how they cater to each.
This year we changed the approach: whereas before we used to ask the firms to respond to case studies of typical client requirements in each archetype, this year we populated the client survey with extra questions designed to elicit the information similar to what we previously derived from the responses to the case studies.