06/01/2016

The National and Personal Concerns of UHNW Investors

Ultra High Net Worth investors have heightened concerns over national financial issues compared with their personal financial situation, according to our new wealth segmentation study of households with a net worth between $5 million and $25 million.

05/30/2016

HNW investors value role of advisers

The Legg Mason 2016 Global Investment Survey revealed that a growing number of Australians are seeking financial advice and place a considerable amount of trust in that advice. Legg Mason surveyed 4,103 high net worth investors aged from 40 to 75 ("

05/24/2016

Segment or Die? Let Clients Decide

Segmentation. That wonderful human instinct of categorising, stratifying and ordering the world in ways that makes sense. But to whom does it make sense and why is it important (if at all)?