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Collectors’ motives in the context of wealth management
Journal of Asset Management Pub Date : 2021-04-20 , DOI: 10.1057/s41260-021-00221-5
Eric Le Fur

In this article, we analyse the motives of collectors in the context of wealth management. Using 1185 questionnaires completed by persons liable to real estate wealth tax, we try to answer several questions: Who collects? Why do they collect? What do they collect? And how do they collect? We suggest several reasons: pleasure, potential for financial gain and friendly and family social relationships. Collectors make a clear distinction between their professional and private lives. Knowledge of these motives enables wealth managers to offer advice, wealth packages and products that are more in line with their clients' expectations.



中文翻译:

财富管理背景下收藏家的动机

在本文中,我们分析了财富管理环境下收藏家的动机。我们使用1185个由应缴纳房地产财富税的人填写的问卷,我们尝试回答几个问题:谁来收集?他们为什么收集?他们收集什么?以及它们如何收集?我们提出以下几个原因:愉悦,获得经济利益的潜力以及友好和家庭的社会关系。收藏家将自己的职业生活与私人生活区分开来。对这些动机的了解使财富管理机构能够提供更符合客户期望的建议,财富组合和产品。

更新日期:2021-04-20
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