Fintech Insider By 11:fs

854. Insights: How to create value for High Net Worth Individuals (HNWIs)

Informações:

Sinopsis

Our expert host Nadine Timmer-Bodenstein is joined by some great guests to discuss how wealth management continues to provide value to the estimated 15 million High Net Worth Individuals around the world. It’s a small market, but a highly valuable one, and as wealth services become more democratised, and more mass market solutions are rolled out, we discuss how wealth management can continue creating value to younger HNWIs with ever-changing needs. What do high net worth individuals expect from their financial services? What challenges do they face? And does mo' money really mean mo' problems? This week's guests include: Will Jones, Chief Design and Product Officer at 11:FS Daniel Gold, CEO and Founder of Stratiphy Giles Hutson, CEO of Insignis Cash Alexandra Loydon, Private Client Director at St. James's Place Highlights from this episode: Who is a High Net Worth Individual? (05:30) A different risk appetite and a larger capacity to invest (11:50) How people find wealth affects what they need (14:4