Morgan Stanley PWM Research

Financial Advisors Have the Most Power When it Comes to UHNW Investment Decision-making

Date:

Financial Advisors Have the Most Power When it Comes to UHNW Investment Decision-making
Foto: Ged Carroll . Los financial advisors son los que más influyen en las decisiones de inversión de los UHNW

Author: Fórmate a Fondo

  1. Respondents said decisions about overall asset allocation were most frequently decided by family advisors, family office executives and professional financial advisors
  2. A professional financial advisor is used in 41% of cases for overall asset allocation, and a family advisor or family office executive in 38%
  3. Wealth advisors have either a strong influence or some influence on ultra-high net worths’ goals; Family business strategy or partners and affiliates were the second-most influential entity; Parents were a strong influence for a third of ultra-high net worth individuals and spouses for a quarter