Centro de Documentacion de Fundación MAPFRE - Intelligent strategies for winning with the ultra-wealthy : bridge wealth management and family office strengths to fuel growth

MAP20240009687

Intelligent strategies for winning with the ultra-wealthy : bridge wealth management and family office strengths to fuel growth. — New York : Capgemini Research Institute, 2024

52 p.

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Sumario: The World Wealth Report 2024 reflects the views of 3,119 high-net-worth individuals, including 1,300+ ultra-HNWIs; 75 executives from pure wealth management (WM) firms, universal banks, broker/dealers, and family offices; and along with survey responses from 750+ relationship managers across North America, Europe, and Asia-Pacific

1. Economía . 2. Patrimonio . 3. Incertidumbre . 4. Empresas . 5. Gestión patrimonial . 6. Inteligencia artificial . I. Capgemini Research Institute . II. Título.