Filed Under:Your Practice, Practice Management

RIAs, MFOs rated most appealing in high net markets

Asset managers flag registered investments and multi-family offices as the most appealing channels to sell to high net worth investors, according to new research.

Cerulli Associates, Boston, published this finding in its latest report, “High net worth and ultra-high net worth markets 2012: Understanding bank trust departments, family offices, private client groups and other HNW providers.” The report analyzes the U.S. high net worth (more than $5 million in investable assets) and ultra-high net worth (greater than $20 million) marketplaces, including vehicle usage, fees and services provided by bank trust departments, family offices and private client groups.

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Nichole Morford

Nichole Morford
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