Why wealth managers must adapt customer-profiling

Methods to separate customers into groups are ineffective, argues Catherine Tillotson of Scorpio Partnership. She points to the potential importance of new behavioural analysis.


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How will you alter your portfolio after the US election result?





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Underweight US
  17%
 
Overweight US
  42%
 
Underweight EMs
  6%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 142
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December 2016/January 2017 Magazine
AsianInvestor Magazine