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Self-made techies are wealth management’s early adopters

Does your book consist of UHNWIs who made their money in the tech sector? If yes, you’re probably doing better revenue-wise than those with a book dominated by ‘old sector’ clients who are predisposed towards self-directed investing. “Clients who made their money from the tech sector, particularly Chinese ones, tend to be savvier investors and earlier adopters of new approaches,” says one UHNW…

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