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Nearly 30% of HNWIs’ children switch wealth managers upon inheriting: GlobalData

Almost 30% of high net worth clients’ offspring sever the relationship with their parents’ wealth manager after they inherit, according to ‘2019: Trends to Watch in Global Wealth Management’, a report by GlobalData. “Reaching out to the next generation early on is critical, but wealth managers are not doing a good job,” said Heike van den Hoevel, senior wealth analyst…

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