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What kind of added-value are investors seeking from fund-wrap accounts?

Dec. 2014

by Masataka Higashiyama

An NRI survey of fund-wrap account holders revealed the importance of the initial consultation with customers interested in opening a fund-wrap account and follow-up service after the account has been opened. It is crucial for fund-wrap account providers to improve not only investment performance but their overall services' added-value.

*Organization names and job titles are current as of the publishing dates

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Author's Profile

Masataka Higashiyama

Senior Consultant,
Financial IT Retail Business Planning Department

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