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I am happy for my wealth manager to offer a standardized level of service, so long as it meets all my needs vs. To ensure all my needs are met, I am happy to pay more for a customized level of service from my wealth manager

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Standardized Services vs. Customized Services 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