The Top Private Banks and Wealth Managers awards is researched and prepared by Intellidex, a specialist financial services research house. This is the sixth year we have undertaken the survey and we develop it every year to ensure the survey best reflects the dynamics of the wealth management industry and that we are delivering a product that meets the needs of clients who make use of such firms. Our research process has two main elements. The first is a comprehensive questionnaire that the firms complete. The main part of this is five typical client archetypes for which we ask the firms to develop a service proposal. The intention is to clarify just what areas of the market the firms specialise in and their own capabilities. The five are: the passive lump-sum investor, the up-and-coming professional, the successful entrepreneur, the wealthy executive and the internationally wealthy family. We also interrogate the decision-making processes at the firms and their costs, and obtain de...
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