The Mercer Wealth Management Survey – Portugal presents a detailed comparison of the investment solutions offered by the major wealth managers operating in Portugal. The survey compares product returns with comparable risk profiles, and addresses industry legal framework and the methodology used to gather the managers’ products into relevant clusters.
Why is it relevant?
Benchmark information is vital to a robust decision making process particularly in the investment area. The survey enables wealth managers to know their relative positions against competitors and enables investors to understand the level of returns they may expect in the different risk profiles, contributing to their risk taking decision.
This survey is available in PDF format.
Cost: 1750€ + IVA
Please submit your contact details using the form below to buy this survey.