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Understanding investor personalities helps RMs to communicate painlessly with clients in turbulent markets: StanChart

A comprehensive understanding of HNWIs’ financial personalities can help wealth advisors to identify clients’ emotional traps during market turbulence, according to The Standard Chartered Investor Personality Study 2020. This in turn allows RMs to choose an appropriate form of communication to remind clients of their long-term plans. In a volatile market, private banks may offer divergent investment views: some advise…

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