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EY research challenges : Why 33% of wealth management clients plan to switch providers

EY research challenges : Why 33% of wealth management clients plan to switch providers

3 mins read

The FINANCIAL -- An increasing number of wealth management clients are willing to pay for financial advice, but what they value is evolving rapidly, as 33% of clients have switched providers in the past three years, and another third plan to do so in the next three years, according to the EY 2019 Global Wealth Research report, which is based on a detailed survey of 2,000 wealth management clients in 26 countries and speaking with 50 different wealth management executives.…

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EY research challenges : Why 33% of wealth management clients plan to switch providers

3 mins read

The FINANCIAL -- An increasing number of wealth management clients are willing to pay for financial advice, but what they value is evolving rapidly, as 33% of clients have switched providers in the past three years, and another third plan to do so in the next three years, according to the EY 2019 Global Wealth Research…