Study Examines UHNW Individuals' Preferences on Financial Advising and Investment Management

Chubb and the Wharton School of the University of Pennsylvania have released a new research report that examines differences in how wealth managers and ultra-high-net-worth (UHNW) individuals evaluate assets and coordinate risk management activities.  The study, which included a survey of 100 UHNW investors, family office members and key financial…