Strategy
Financially Educating Wealth Clients - A Selection Of Top Stories

This publication has looked into financial literacy among high net worth clients and how the industry can and should help investors to gain a better understanding of investing their wealth.
It is a decade since the financial crash of 2008, but financial
literacy remains patchy. After the crisis it would have been
expected that people would want to know more about their
investments. But the figures suggest otherwise.
In 2014, State Street, the US financial group, released The
Folklore of Finance report, which surveyed high net worth
individuals globally – it found that they scored 67 per cent in a
financial test – seven per cent higher than a failing grade.
But times are changing. A recent wealth management report this
year found that over three-quarters of high net worth clients
globally want to be financially educated, and wealth managers
risk losing clients if they fail to do so. With this in mind,
WealthBriefing has interviewed various individuals and
financial institutions on educating investors about their
investments. We intend to continue developing these themes,
and invite readers to contact the editorial team at tom.burroughes@wealthbriefing.com
and robbie.lawther@clearviewpublishing.com.
Here is a list of articles about financial education
of wealth management clients:
Making HNW Families Master Finance - What's The Best Way?
Making HNW Clients Fit To Understand Finances
Filling The Knowledge Gap For Clients As DIY Investing
Grows
Back To School: Cambridge University Hosts Family
Business, Ownership Programme
Kleinwort Hambros Hosts Football Managers Finance
Masterclass
Education Is Key For Wealthy Sports Stars, Says Coutts
Banker
Education Is Asset Management's Biggest Challenge - Poll