Understanding the High Net Worth Segment
Brought to you by Mason Stevens. Meeting the advice needs of high net worth clients
Thank you to our incredible contributors to this special production
The High-Net-Worth Segment continues to grow in size, commanding more wealth than ever before. To advisors, the segment is becoming increasingly attractive, offering both revenue growth potential, and intellectual challenge. But the HNW segment is widely misunderstood, and many of the assumptions about them – their advice needs, their service needs, and their investment behaviours – are wide of the mark.
To help you crack the code of this segment, we have partnered with Mason Stevens on a short video series. Packed with advisor insights, this series is a must watch for advisors looking to enter the HNW market, or strengthen their existing HNW proposition.
We would like to thank Mason Stevens for help us bring this project to life, and special thanks to our guests:
- Matthew Stevenson, Chief Executive Officer/Head of Advice, Matrix Norwest
- Jacqueline Fernley, Chief Investment Officer, Mason Stevens
- Vien Luong, Chief Platform Officer, Mason Stevens
- Nick Mitchell, Head of Distribution, Mason Stevens
Request more information on how Mason Stevens can support you in this segment