Merry Christmas from Professional Planner – we will return in early 2015

Professional Planner is taking a break over the Christmas and New Year period.

Our offices will be closed from COB on Friday, January 19, and will reopen on Monday January 5, 2015.

We wish all of our readers a very Merry Christmas, and a safe, happy and prosperous New Year.

Best wishes,

Simon Hoyle
Glenn Freeman

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Very few HNW clients feel they’re getting a personalised service

Very few HNW clients feel they’re getting a personalised service

Only 17 per cent of high-net-worth clients around the world say their advice feels “seamless and personalised”. The 30th edition of the Capgemini World Wealth Report explains why fragmentation is rising and why “orchestration” of services is the answer, but warns that firms chasing personalisation at scale must have the right client insights and information in place first.

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