How are Wealth Managers Bracing for the Brexit Fallout?

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* 1. In which AuM range does your institution sit (in USD)?

<50-100m

101-250m

251-500m

501m-1bn

1-5bn

5-10bn

10bn+

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* 2. In general, to what extent did your institution alter its clients’ investment holdings in the month preceding the Brexit referendum on 24 June? (1-5, 1 = very little, 5 = very much)

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* 3. In general, to what extent have clients’ investment holdings been altered following the result announcement on 24 June? (1-5, 1 = very little, 5 = very much)

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* 4. What effect do you think Brexit will have on your institution’s ability to preserve and grow wealth for clients over the next 2-3 years? (1-5, 1 = very negative 3 = neutral, 5 = very positive)

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* 5. Which “safe haven” asset classes is your institution interested in increasing clients’ exposure to currently? (PLEASE TICK ALL THAT APPLY)

Government bonds

Real estate (residential)

Real estate (commercial)

Gold, Silver or other precious metals

Soft commodities

Cryptocurrencies/digital currencies

Cash

Other hard commodities

Jewellery, art or other passion investments

Other (please specify)

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* 6. In general, has your institution significantly changed clients’ currency exposures due to Brexit?

Yes

Yes, please describe how:

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* 7. At your institution, how much of a priority is reassessing clients’ financial planning strategies following the Brexit decision? (1-5, 1 = very low priority, 3 = neutral, 5 = very high priority)

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* 8. In which areas does your institution expect to encounter significant challenges following the Brexit decision? (PLEASE TICK ALL THAT APPLY)

Maintaining the ability to effectively manage clients’ wealth

Cost-control/protecting profitability

Carrying out business internationally/cross-border

Coping with regulatory changes

Tax complexity

Client management/satisfaction

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* 9. Do you foresee Brexit causing any talent management/recruitment and retention issues for your institution?

Yes

Don’t know

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* 10. How would you characterise the effect the Brexit result has had on the UK’s attractiveness as a base for your institution? (1-5, 1 = very negative 3 = neutral, 5 = very positive)

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* 11. WealthBriefing takes pride in providing cutting-edge thought-leadership programmes and content to wealth management professionals. We would therefore like to know of any subject areas that would add value for your personal practice/your institution – either in relation to Brexit or generally.