DPMLC 2025: Do next-gen clients want DPM? We ask Nomura, EFG and RBC WM

As next-generation clients take a more prominent role in wealth management, private banks are seeing a shift toward a preference for professional management. At the same time, some argue that next-gen clients’ tech-savviness does not necessarily translate to higher adoption of discretionary portfolio management (DPM). There is still significant work to be done in demonstrating the value of a long-term,…

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]