The Elite Market: Capturing the Affluence with Tailored Strategies for High Net Worth Customers
Unveiling the Elite Market: Tailoring Strategies for Affluent Clients High-net-worth individuals (HNWIs) represent a growing and lucrative market for financial institutions. These individuals possess substantial wealth, often exceeding $1 million in liquid assets. As their wealth management needs are unique, tailored strategies are required to capture and retain this affluent clientele. Defining High Net Worth Clients Definition: Individuals with liquid assets exceeding a specified threshold, typically defined as $1 million or more....