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My wealth needs are straightforward: I want to manage my cash and credit, and grow my investments v's My wealth needs are complex and may encompass my business, or my extended family or philanthropy

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Straightforward Needs vs. Complex Needs Filters


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