FINDINGS FROM WEALTH MANAGEMENT & PRIVATE BANKING - JUNE 2015

The Findings

• ARE YOU PROVIDING YOUR INVESTORS WITH VALUE FOR MONEY? (MOM AD)

• ARE YOUR CLIENTS DRIVEN BY RETURNS OR FEES? WHERE DO THEY PERCEIVE VALUE?

• ARE YOUR CLIENTS EXPECTING YOU TO ENSURE THEIR PORTFOLIOS ARE ESG? OR DO THEY STILL JUDGE SUCCESS UPON THE BASIS OF PERFORMANCE? AND IF THEY DO ASK FO

• ARE YOUR CLIENTS GETTING VALUE FOR MONEY?

• ASSET ALLOCATION: WHAT IS THE NEW NORMAL IN THE WAKE OF THE DEATH OF THE 60:40 PORTFOLIO?