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 decision makers, found that these… Continue reading A Look into Ultra-High-Net-Worth Individuals’ Preferences on Financial Advising and Investment Management
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