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Financially Educating Wealth Clients - A Selection Of Top Stories

Editorial Staff

17 August 2018

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: