What high-net-worth clients value most
High-net-worth investors' expectations for advice continue to evolve and Praemium’s latest research reveals the growing demand for trust, transparency, and holistic advice that goes beyond investment returns. Download our eBook and gain insights to help you elevate your service and strengthen client loyalty.
Key highlights
- Trust is critical: 36% of HNW investors rank trust as the top factor in adviser relationships.
- Life events matter: 70% seek advice during major transitions like retirement or wealth transfer. (It's also a key time for adviser churn!)
- Digital expectations are rising: 93% want seamless access and real-time updates. Yet personal interaction is critical.
Download the eBook Now
Gain access to exclusive research, providing the latest insights on HNW expectations and requirements, with proven strategies to build client satisfaction.
- Practical strategies for building trust and loyalty
- Guidance on blending personal service with digital tools
- Insights on supporting clients through life events and intergenerational planning
- How to leverage platform tools to enhance the client experience
