We present five client archetypes to private banks and wealth managers and assess how they cater to each. The archetypes cover the spectrum of client market segments and many wealth managers use them in their own market segmentation of clients.

Winners are determined through two processes. First, in the client survey, certain questions are designed to elicit specific information about their service provider’s capabilities in each archetype. Second, we ask the firms themselves to rank their peers in each archetype. The two sets of rankings feed into the final score...

BL Premium

This article is reserved for our subscribers.

A subscription helps you enjoy the best of our business content every day along with benefits such as exclusive Financial Times articles, ProfileData financial data, and digital access to the Sunday Times and Sunday Times Daily.

Already subscribed? Simply sign in below.

Questions or problems? Email helpdesk@businesslive.co.za or call 0860 52 52 00. Got a subscription voucher? Redeem it now