Pricing for the Next Generation of Wealth Management Clients

Research Paper

Nothing to Lose: Pricing for the Next Generation of Wealth Management Clients

The standard wealth management offering – tried and tested in the familiar high net worth segment – does not work for non-standard clients. Wealth managers who want to attract the clients of the future today need to fundamentally re-think, re-build and re-price their wealth proposition. But how is it to be done? Happily, there are many examples of existing wealth managers who have taken a leap into this unknown territory. In this report, we explore how they have approached the problem of how to attract, serve and retain non-standard clients while – crucially – not going out of business.