But, she said, fundamentally, the client of today and the client of the future want similar things, a personal relationship but I want choice as in how the information is delivered.
Technology and the client of the future
In part two of the interview with Annamaria Koerling, head of wealth management at C Hoare & Co, discusses why she expects to continue to see growth in the number of clients coming from the entrepreneurial sector and from outside of the UK.
