Heads of discretionary portfolio management are cautiously optimistic that relationship managers’ (RM) knowledge of the discretionary offering is on the rise, as evidenced by a survey conducted at Asian Private Banker’s Discretionary Portfolio Management Peer-to-peer Connect in Hong Kong today. The event’s attendees, primarily comprised of DPM heads, senior private bankers and external asset managers, rated RM knowledge of their…
Asia's discretionary heads rate RMs' DPM knowledge a mediocre 6 out of 10
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