Module X·Article I·~1 min read
Customer Segmentation
Wealth Management
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Customer Segmentation
HNWI (High Net Worth Individual) client segmentation: a wealthy individual (usually >$1M in investment assets)
UHNWI (Ultra High Net Worth Individual): very wealthy individual (>$30M in investment assets)
Mass affluent: affluent individuals ($100K-$1M in assets)
Family office client: family office client (>$100M, requires full support)
Institutional client: institutional client (pensions, funds, insurance companies)
Private banking client: private banking client (premium services)
Retail client: ordinary client (mass market)
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