Advising the rich is often as much about personal relationships as about professional expertise, especially when it comes to an asset as emotive as a new home.
In the first of a new series of Futurewealth reports, the HNW gurus at Scorpio Partnership look a little deeper into the relationship between wealthy clients and their advisors. What do high net worth individuals value most in a private client advisor? What triggers a change of wealth manager? How can asset and investment advisors make themselves more attractive to affluent potential clients,