Voice of the private banker

This entry is part 3 of 4 in the series the private wealth series

Money Management India partnered with one of the largest recruiters in financial services in India, Native, to conduct a survey of private wealth managers (PWM) in India to understand some key trends around client and RM preferences. We asked questions in three key areas –

What do private bankers seek from the firms they work in?

What do clients seek from a wealth management firm?

How do private bankers envision the future?

Series Navigation<< Private wealth’s value propositionConnected strategy for wealth management >>
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