UHNW clients

A third of wealth managers struggling with three-month long onboarding

Only 13% of professionals surveyed said onboarding takes a week or less

July 16, 2024

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Published by MA Financial Media Ltd (part of Mark Allen),
St Jude’s Church, London SE24 0PB . Copyright (c) 2024.

PA Adviser is written for UK financial advice businesses – especially those that outsource all or part of their investment decision-making to model portfolio services, funds of funds and other multi-asset solutions.

UHNW clients

A third of wealth managers struggling with three-month long onboarding