The elusive high net worth client

high net worth clients

The hunt is on for the high net worth client who has the money to invest and the willingness to pay for advice. The key to attracting these valuable clients is to offer a holistic approach that takes into account specific needs

There is an old one liner that asks: "How do you make a small fortune?", which has the somewhat dismissive answer, "invest a large one!" Somewhat cynical I hear you say but underneath the cynicism, as with many of these epithets, there is more than a grain of truth. It is true that the only people who make money from their investments are those who have the money to invest in the first place. As the marketing slogan for the National Lottery smugly tells us "You"ve got to be in it to win it!" For advisers and providers alike the hunt is on for clients who have the money to invest and perh...