Source: International Business Times
BankPro A family office managing $500 million in assets should not have to wait 48 hours for a portfolio overview. A wealth manager overseeing a dozen client mandates should not be assembling reports from three different spreadsheets. Yet for a significant portion of institutional and high-net-worth clients worldwide, this is still the daily reality of working with a legacy private bank.
Aller á la Source
Nouvelles connexes
