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What is the most common reason that HNWs have stayed with their primary wealth advisor?





Correct - Good portfolio performance is the primary reason that the global wealthy stay with their main wealth manager, particularly amongst the older client demographic. HNWs under the age of 40 are also encouraged to stay with a firm for reasons such as competitive pricing, company reputation and good online access.

Incorrect - Good portfolio performance is the primary reason that the global wealthy stay with their main wealth manager, particularly amongst the older client demographic. HNWs under the age of 40 are also encouraged to stay with a firm for reasons such as competitive pricing, company reputation and good online access.