Leaders in the different archetypes
EVERY DIFFERENT broadly, within of the typical one INVESTOR they of NEEDS can investor. our five be HAS grouped archetypes but, We presented private banks these and archetypes wealth to managers and assess how they cater to each.
This year we changed the approach: whereas before we used to ask the firms to respond to case studies of typical client requirements in each archetype, this year we populated the client survey with extra questions designed to elicit the information similar to what we previously derived from the responses to the case studies.
We also asked firms to rank their peers in each archetype.
Because of the different methodology, these scores are not comparable to previous years.