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I prefer to work with various wealth management firms who each have a specific area of expertise that meet my needs vs. I prefer to work with a single wealth management firm that can meet the full range of my financial needs

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Multiple Firms vs. Single Firm Filters

Year

Please note: The data in the graph represents Q1 2014 data from the WWR 2014, as this data was not analyzed for the WWR 2015

Note: Chart numbers may not add up to 100% due to rounding

Source: Capgemini and RBC Wealth Management Global HNW Insights Survey 2015