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PA ANALYSIS: Time to rotate as bond proxies priced out

From pa analysis Feb 20 2015 @ 07:00

An inflection point is taking place across equity markets inviting investors towards more...
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PA ANALYSIS: Time for more context, less clutter in portfolio construction

From pa analysis Feb 19 2015 @ 07:30

One thing missing from portfolio construction is the ability to meaningfully translate the impact...
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Esther Armstrong

Six speciality services to snare ultra-HNW clients

From News Oct 4 2012 BY: Esther Armstrong

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Some financial products and services are considered universal and have similar ownership rates among mass affluent investors as well as high net worth (HNW) and ultra-high net worth investors.

But others have take-up rates that increase more predictably, so the wealthier a client is the more likely they are to own them, or want advice on them.

A study by Phoenix Marketing International, which surveyed nearly 1,200 affluent UK investors during autumn 2011 and spring 2012, has unearthed a selection of products and services that a higher proportion of HNW and ultra-HNW clients own compared to mass affluent clients.

Phoenix predicts there are about 197,000 ultra-HNW households in the UK - defined as those with £1m plus in liquid wealth or investable assets – and if you offer the particular products and services these investors are attracted to, you could be on to a winner and should make sure to shout about it.

So what are these millionaire snaring tools? Click here to find out…

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