Text size

Better quality of advice and greater frequency needed for active advisory takeoff

For private banks and their clients, there’s plenty to like about active advisory offerings. Active advisory promises to generate recurring income and to rationalise costly marketing activities, while clients enjoy a reduction in their overall trading expenses without giving up control. However, active advisory is not without its shortcomings, given the very real risk that private banks could compromise the…

To access this content, please click back to the home screen, then click “Menu” (bars in top left bars) and then “Login”.
To enquire for a free trial, please start here.
Need more help? Click here or email [email protected].

Have a confidential tip? Get in touch [email protected]