Optimal high net worth portfolio size is mid-range

Clayton, Michelle
July 1998
America's Community Banker;Jul98, Vol. 7 Issue 7, p7
Trade Publication
Presents information on a report from Datamonitor Incorporated titled `Marketing Financial Services to High Net Worth Individuals,' which states that the preferred high net worth portfolio size is $500,000 to $750,000 in assets. Details on the report; Definition of the term portfolio size; Comments from Matthew Morningstar, senior analyst in financial services at Datamonitor; Identification of the types of high net worth customers.


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