Fees increasingly on the agenda for wealth management clients

Financial Times LogoFinancial Times6d ago

Fees increasingly on the agenda for wealth management clients

Quick Summary

By far the most common charging model for investment management services is “ad valorem”, an annual percentage fee of the client’s assets.

For Ross of Handelsbanken, fee negotiations are always more likely to crop up with certain types of client, such as business owners or entrepreneurs for whom dealmaking is second nature.“I have been told to sharpen my pencil by potential clients.

With a long career in wealth management, Ross has seen a full range of attitudes to fees and charges among well-heeled clients.

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Article Details

Author / Journalist: James Pickford

Category: MarketsFinanceInvesting

Topics: Investment Cent Fees Says Clients Wealth Management Market Manager Financial

Source Website Secure: Yes (HTTPS)

News Sentiment: Neutral

Fact Checked: Legitimate

Article Type: News Report

Published On: 2022-06-24, 04:00:15

News Timezone: GMT -5:00

News Source URL:

Language: English

Reading Time: 7 minutes read

Article Length: 1254 words

Coverage Area: United States

Availability: Desktop Web, Mobile Web

News ID: 7204

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Main Topics: MarketsFinanceInvesting

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Year Established: 1888

Headquarters: United States

News Last Updated: 10h ago

Coverage Areas: United States

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