- Voice of the private banker
- Connected strategy for wealth management
- The market for private wealth
- Private wealth’s value proposition
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?
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