Filed Under:Life Insurance, Life Planning Strategies

Vehicles tops reasons for appeal of wealthy investors

The research reveals that 53 percent of asset managers rank “vehicles used” as their top reason for working with high net worth investors.
The research reveals that 53 percent of asset managers rank “vehicles used” as their top reason for working with high net worth investors.

Most asset managers rank providers to high net worth investors as an attractive opportunity due to the vehicles investors use and their sophistication, according to a new report.

Cerulli Associates discloses this finding in the October 2013 issue of the “Cerulli Edge: U.S. Asset Management Edition.” The report surveys bank trust officers and their high net worth clients, wholesalers targeting high net worth advisors and young investors’ use of direct providers and financial advisors.

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Nichole Morford

Nichole Morford
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