This report on performance measurement and attribution (PMA) provides information about current PMA practices and challenges and the systems that support PMA.
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Concierge services for UHNW clients are a key part of providing a feel of exclusivity, enhancing client engagement and developing closer, stickier relationships. However, our research shows that these services have fallen out of favor with the wealth managers and private banks we evaluated for this year’s benchmarking. Only 43% of our case selection promoted access to concierge services and, of these, even fewer offered a concierge service with digital access.
To learn more about the benefits that concierge services offer wealth managers and private banks, Onawa Lacewell, Cutter’s Senior Research Analyst and Wealth Lead, spoke with Alex Cheatle, CEO and co-founder of Ten Lifestyle Group. The London-based company offers both B2B and B2C outsourced travel and lifestyle concierge services. What follows is an edited version of our conversation.
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