Client segmentation linked to more structured due diligence amongst advisers

22 July 2025

Advisers who segment clients are more likely to have a distinct due diligence process for assessing investment providers, new data from Quilter Cheviot and NextWealth has found. The research showed that among advisers with a clearly defined client profile, virtually all (96%) have a structured approach to due diligence. In contrast, just 4% of...