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Intelligent strategies for winning with the ultra-wealthy : bridge wealth management and family office strengths to fuel growth
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Sección: Documentos electrónicos
Título uniforme: [World report series 2024]Título: Intelligent strategies for winning with the ultra-wealthy : bridge wealth management and family office strengths to fuel growth
Publicación: New York : Capgemini Research Institute, 2024Descripción física: 52 p.Notas: 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.Registros relacionados: Documento relacionado: A World in balance 2023 : heightended sustainability awareness yet lagging actions. - New York : Capgemini Research Institute, 2024Materia / lugar / evento: Economía ‌Patrimonio ‌Incertidumbre ‌Empresas ‌Gestión patrimonial ‌Inteligencia artificial ‌Otros autores: Capgemini Research Institute ‌
Otras clasificaciones: 92
Derechos: In Copyright (InC)
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