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6th November 2019

Wealth managers are turning away more clients who fall below minimum investment thresholds

 

New research from Nucoro, a B2B fintech providing Wealth Management as a Service Solutions, reveals 57% of wealth managers are having to turn away clients because they fall below their service threshold. The average wealth manager turns away 72 clients every year, with 33% of respondents claiming they have had to turn away more potential clients in the last 12 months than they did three years ago. Just 2% of wealth managers said they are turning away fewer potential clients than in the past, while 49% say that the number hasn’t changed.

 

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