Wealth managers have admitted to being surprised by their clients’ investment decisions, despite claiming to have a very good understanding of their psychological profiles, research from behavioural finance specialists Oxford Risk revealed.
Its study with wealth managers across Europe who collectively manage assets of around found 68 percent admitted they are surprised by the decisions their clients make.
This is compared to just eight percent who said they are n...
Start a free trial now for access to breaking news and cutting edge analysis of the wealth management industry.
You are currently not logged in,
login to view the full article
start by clicking this button.
Need a subscription,
fill out the form here or
contact subs@thewealthnet.com
PAM Insight is the world’s leading independent provider of essential specialist news, analysis and comparative data for the fast-evolving world of wealth management.
Read more about PAM
