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.
Explore the full study, including Wharton’s analysis of the findings.
Download the short report for an overview of the key insights.
Get the facts you need to select the right property and casualty insurance agent or broker.
Access our case studies and the key insights you need to apply Wharton’s research to your client’s portfolio.
Explore our insurance case studies to see how this type of coverage can help to preserve your clients’ wealth.
Read the applications of optimized insurance on ultra-high-net-worth individuals — and how they can help protect their assets from left-tail events.
Browse our video library and other resources to understand the key research findings — then share them further.
Explore the full study, including Wharton’s analysis of the findings.
Download the short report for an overview of the key insights.
Get the facts you need to select the right property and casualty insurance agent or broker.
Explore our insurance case studies to see how this type of coverage can help to preserve your clients’ wealth.
Read the applications of optimized insurance on ultra-high-net-worth individuals — and how they can help protect their assets from left-tail events.