Financial institutions must respond to growing individual wealth by forging stronger partnerships with independent intermediaries. Good relationships with advisers are the key to keeping clients happy
As international wealth management increases in importance within the financial services sector, clients are looking for bespoke solutions to their specific needs. Wh ile many potential clients will be sophisticated investors, a growing number are looking to qualified, independent intermediaries such as advisers, lawyers, accountants, independent trust companies and investment managers to assist them in finding the best providers for their requirements. To meet this demand, more and more financial institutions are adapting their services and products and are willing to integrate these int...
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