Comment & Analysis
HNWs moving away from model portfolios
In a survey by Tria Investment Partners, 15 per cent of financial advisers said they expect their HNW clients to decrease their allocation to model portfolios during the next three years. Product providers looking to target HNW investors should rethink their distribution strategy if it depends upon inclusion within dealer…
Continue Reading
Subscribe to unlock the full article and access premium financial content.
Click here to read the full story: IFA