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The Wealth Management Report

After many years of continuous growth in the UK high net worth population, the wealth management market is facing an unprecedented combination of challenges.

Finance and banking - the single biggest source of high net worth employment is undergoing severe contraction and billions have been wiped off the value of UK residential property. At J.P. Morgan Asset Management we’ve designed our latest report to assist the wealth management community with the unprecedented combination of challenges facing them in this current difficult market. In our report we look at

• The impact of the economic downturn and the unprecedented effect it will have on the wealthy
• What existing and potential wealth management clients look for when assessing someone to look after their capital and the qualities and services that will keep them loyal to a firm
• Positioning for the future - what wealth managers need to do to ensure success both to weather immediate market challenges and to attract the high net worth clients of the future

To give this report further depth, we asked four leading wealth management firms to give their views on where future survival for the industry lies and how they are looking to service their clients during this difficult market, as well as including our own J.P. Morgan insight.

Jasper Berens, Head of UK Intermediary Business, J.P. Morgan Asset Management
"It's more important than ever to know - not guess at - what prospective clients really want. In this current difficult market, we hope this report offers a sense of opportunity and gives some idea how wealth managers need to position their business for future success".