Ultra-Wealthy Clients Choosing Boutiques Over Big Firms: Study
Milton Pedraza, CEO of Luxury Institute, says successful wealth managers are relationship builders first, money managers second.
Wealthy Investors Prefer Boutiques Over Larger Wall Street Firms: Study
High-net-worth investors favor boutique wealth management firms over Wall Street behemoths based on quality, exclusivity, social status and ability to deliver special client experiences, according to a study.
Customer service--true customer service such as returning phone calls in a timely manner or simply being polite and thoughtful or providing innovative solutions to problems--is...