Family offices: what do they want from wealth managers?: Industry Research Report

Family offices: what do they want from wealth managers?

Published Date: March 2007

Published By: Datamonitor

Page Count: 21

Order Code: R313-20843

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Description

Table of Contents

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Introduction

This report will outline what family offices want from wealth managers to asses the most appropriate business model, pricing, products and services.

Scope

Analysis into the size of the family office market on a global scale.
Assesses the nature of the relationship between family offices and providers.
Opinion and information collated from extensive interviews with several family offices.

Highlights

Wealthy families are sophisticated investors and the products & services they demand reflect the need for an in-depth and sophisticated service. Providers need to work with family offices to ensure their clients are receiving the most suitable and best performing investment products. The sophisticated and demanding nature of the family office customer base necessitates up-to-the minute, quality information.

Reasons to Purchase

Identify the size of the family office space on a global scale.
Discover the type of products most in demand from family office customers.
Identify the key areas where providers can improve the service they offer to family offices.

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