Private Asset Management

Firms Target Specific Segments To Grow Business 09/22/2009

Firms are targeting specific segments of wealth, particularly those who have recently sold a business, to allow everything in their business model to become more focused and precise

, according to an exclusive study of best practices by Prince & Associates

. Roughly 98% of brokerage firms, 90.3% of private banks, 97.1% of multi-family offices and 98.8% of investment firms surveyed are targeting this segment.

“The business owner has always been a really promising client. In the case with someone who’s actually sold a business, it represents a pool of liquid assets,” said ...

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