My Blog List

Thursday, 10 January 2019

Your High-net-worth Client Strategy - SEI


In a recent white paper from SEI in the USA, SEI shares their high-net-worth client strategy: It's what client’s want, not what you know, and they reveal that fostering trust and personalizing the investor experience can help to consistently meet, or exceed, a clients’ expectations.

The complete white paper can be viewed here.