Private banking is an intensely personal experience. There’s a symbiosis at work that goes beyond the financial world’s normal tenets.
A wealthy family might stay loyal to the same provider for generations. Longevity is the foundation stone upon which Switzerland’s wealth management industry is built, but it also thrives on change.
Income has to grow, and that means getting new business through the door. A Hong Kong banker at a global lender says he expects his relationship managers (RMs) “to bring in at least two new super-wealthy clients each year”.
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