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.
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.
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.
MORE ARTICLES ON
Companies won’t be required to publish a prospectus for capital raising below 75% of the total of existing shares
Underlying net outflows were just £0.2m, excluding the impact of the departures, with positive flows in retail and wholesale
Global CIO equity discusses the outlook for EVs and Chinese equities amid ongoing volatility
ETF to mirror Guinness Sustainable Energy fund
CB Payments Limited onboarded more than 13,000 high-risk clients who executed $226m worth of transactions
Joe Pak, Ravin Seeneevassen, and Jack Norris will leave the company