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The Value of Premium Wealth Management

It’s been nearly 10 years since the global financial crisis, and many wealth advisers are still reorienting themselves. This survey report offers CFA charterholders insights about how they are already positioned to excel in this new environment.

The Value of Premium Wealth Management

View the report (PDF)

With this in mind, CFA Institute, in conjunction with Scorpio Partnership, reached out to 1,370 private wealth advisers across the United States and Canada. These included CFA charterholders sourced from within the CFA Institute community and other wealth practitioners who were sourced independently. We also reached out to 4,000 wealthy individuals with an average wealth of $2 million to determine the next phase of the wealth profession’s development. 

Our research has pointed to a fundamental need to refit the wealth management proposition for a new era. Advisers must be prepared to rethink the solutions they offer to customers and how they structure their engagement in the future.