[09-01-2008]
As wealth has increased globally, so too has the clamour for firms trying to target it. Firms that get it right, enjoy a health profit margin. However, getting it right isn't easy and many firms are reviewing their client service, investment and operational models to ensure they remain competitive.
In the January edition of The Fund Business, Miles Joseph contributed an article exploring this issue and gives some tips for developing a client-centric wealth management service model.
To read the article in full, please click here.