3. Featured Speakers
Doug Dannemiller
Senior Analyst
Aite Group
Luis Sierra
Industry Vice President, Banking
Progress Software
Vinaykumar S Mummigatti
VP and Global Head of BPM Practice
Virtusa
4. Ranks of the Wealthy Are Growing
• The number of millionaires
in the world grew 17% in
2009, to 10 million
• The number of ultra-high-
net-worth people (with
more than $30 million to
invest) also grew, by 22% in
2009
• In North America, there
were around 36,300 ultra-
high-net-worth people at
the end of 2009, up from
30,600 in 2008, yet down
YOUR from 41,200 in 2007
PHOTO HERE
5. What Wealthy People Want
30% of wealthy investors don’t have
a financial adviser:
•49% percent say the fees charged by Talk to me,
financial advisers are too high Harry Winston!
•40% percent say they can get better
results on their own; 37% percent say
they don’t think financial advisers
have their clients’ best interests at
heart
6. Wealthy Investors Want Convenient
Technology
Among under-50 wealthy investors:
• 59% said they’d like to interact with
their financial adviser using screen
sharing
• 54% would like to use webcam
conferencing
• 53% would like mobile texting
• 55% would like to use a tablet PC
• 56% would like to use HD video from
their home or office
• 52% would like video messages from
their adviser