How are Wealth Managers Bracing for the Brexit Fallout? Question Title * 1. In which AuM range does your institution sit (in USD)? <50-100m 101-250m 251-500m 501m-1bn 1-5bn 5-10bn 10bn+ Question Title * 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) 1 2 3 4 5 Question Title * 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) 1 2 3 4 5 Question Title * 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) 1 2 3 4 5 Question Title * 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) Question Title * 6. In general, has your institution significantly changed clients’ currency exposures due to Brexit? Yes No Yes, please describe how: Question Title * 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) 1 2 3 4 5 Question Title * 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 Question Title * 9. Do you foresee Brexit causing any talent management/recruitment and retention issues for your institution? Yes No Don’t know Question Title * 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) 1 2 3 4 5 Question Title * 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. Done