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NEW HOPE FOR GROWING YOUR WEALTH MANAGEMENT BUSINESS
As Wealth Advisors or Private Bankers, you have managed to achieve good returns for your clients over the past few years, certainly considerably better than the traditional savings institutions such as banks and insurance companies.
However, the greatest challenge to the industry to continue this level of growth is most likely to be how to scale. How to take a small firm to the next level, going from €1bn AUM to €10bn AUM or, for a larger firm with lots of Advisors, how to transition into a Tier 1 business with tens of billions of AUM and with a prestigious reputation for serving all types of investors from young to old and across all channels.