Wednesday, 24 July 2013

BusinessMirror - Pivot, tweak or pounce: Strategic challenges in wealth management

BusinessMirror - Pivot, tweak or pounce: Strategic challenges in wealth management

THE private banking sector used to have a reputation as being rather cozy, as well as lucrative. No longer. Multiple developments in the last few years have driven major change. Clients and providers alike now have dramatically different constraints and expectations. The opportunity remains to develop sound, profitable business. But clear strategic discussions are needed.


Shared by The Wealth Advisory is an independent investment advisory firm http://thewealthadvisory.co.uk

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