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Wealth advisors are familiar with the complex financial needs of ultra-high-net-worth (UHNW) individuals. But a new research report from the Wharton School of Business, commissioned by Chubb, highlights differences in how advisors and their clients evaluate assets and coordinate risk management activities. These differences are particularly true when it comes to tangible assets like property, collections, and other valuables.
Partnering with an experienced property and casualty insurance agent or broker can help you close the gaps in risk management, more precisely evaluate tangible assets and risks, and incorporate risk management strategies into your clients’ balance sheets. In other words, the right insurance can better safeguard your clients’ wealth, help their portfolios achieve greater risk-adjusted returns, and protect against substantial losses from a left-tail event—an infrequent, potentially catastrophic event, such as an accident and accompanying lawsuit.
Get the research in full or short formats so you can gain the insights to better protect and add value to your UHNW clients. Plus, understand what you should look for in an independent insurance agent or broker who can handle these types of accounts.
How to protect your clients’ stories
Access our case studies and the key insights you need to apply Wharton’s research to your client’s portfolio.
Browse our video library and other resources to understand the key research ﬁndings — then share them further.
Stable, knowledgeable, experienced
Your clients face constantly changing and complex risks, so you need an insurer who can keep up.
We’re the world’s largest publicly traded property and casualty insurer, with the ability to tailor coverage to suit the most demanding needs of ultra-wealthy clients.
For more information, contact Chubb at email@example.com. We’ll connect you with an experienced independent agent or broker to help you protect your clients.