In recent times, the wealth management sector has been rocked by negative, often ill-informed media coverage, aggressive anti-avoidance measures by government agencies – and international organisations such as the OECD, FATF, the G20 and the UN.
In response to this, PAM Insight has launched a global research project, which will result in publication of a new series of Global Wealth Management Centres Indices, which will provide critical information on the relative health of the world’s leading international wealth management centres and the contribution they make to the global economy.
As part of this project, we are seeking the view of senior professionals like you, in order to measure how leading wealth management advisers from a range of professional disciplines rate the world's most important jurisdictions across various wealth management service lines.
The jurisdictions under consideration for the first indices include Bermuda, BVI, Cayman Islands, Dubai, Dublin, Guernsey, Hong Kong, Isle of Man, Jersey, Luxembourg, Singapore, Switzerland, the UK and the US.
We are particularly interested in assessing the importance of the different factors you take into consideration when choosing a wealth management jurisdiction, as well as the specific elements of wealth management that you believe each of the above jurisdictions excels in.
We are also looking to track the volume of work onshore and offshore professionals conduct via different jurisdictions and how this varies from one year to the next, as well as your expectations for business volumes over the coming year.
The results will be available via thewealthnet and eprivateclient – with more targeted and detailed results exclusively available in eprivateclient’s annual jurisdiction reports.
To ensure that the end result is as accurate and relevant as possible, we need your involvement in this important research project.
To participate, please click here. The survey will only take a few minutes.