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I want my wealth manager to keep me fully updated on transactions, opportunities, events and news vs. I want my wealth manager to filter communications so I only receive what is necessary

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Comprehensive Communication vs. Filtered Communication 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