Mass affluents are one of the most interesting but also ignored segments in investment markets. 

This thesis paper explores the ways in which financial retailers, banks, insurers and asset managers need to reinvent the way they do business to  address the true needs of mass affluent investors and capture their loyalty and investment funds.

 

Click in the space below to read the paper in its dedicated reader.  You can also:

For more information about our Mass Affluent Finance service offer, please click here.

 

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