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Services Go Back To Basics
09/29/2009
Private banks, investment firms, multi-family offices, and brokerage shops have all ranked investments as their top service for clients over the last year, retrenching from ancillary lifestyle offerings. “Companies are taking a hard look at what the business model is and the priority of the client to make sure they’re dealing with the most important things first,”
said Hannah Shaw Grove, principal of HSGrove ...
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