Wealth Market Reports

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Executive Insight Series - UHNW Q3 2015 - Advisor Relationships and Changing Advice Requirements

This 25 page in-depth report is a synopsis of the larger Spectrem Group research report for the third quarter 2015. The research was conducted with 596 Ultra High Net Worth investors in the 3rd quarter and focuses on their use of advisors.  It answers the following questions: 

  1. What percentage of their assets do UHNW investors allow their advisors to control completely and what percentage do they control? 
  2. What types of advisors do they use to manage their assets? 
  3. What factors do they consider when choosing a financial advisor? 
  4. How satisfied are the UHNW with their financial advisors? 

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Executive Insight Series - UHNW Q1 2015 - Financial Attitudes and the Investor's Mindset

Executive Insight Series - UHNW Q2 2015 - Using Social Media and Mobile Technology in Financial Decisions

Why Investors Switch Advisors