Technology must become part of the client experience wealth manager's offer, but the industry must not lose sight of the fact it is a relationship business first and foremost
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What does a compelling client experience look like?

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Banks out to prove they are in the same decade as clients
Private banks are well aware they need to adjust their offer to clients, with an increasing focus on private equity, real estate and ESG products along with a shift in the way they manage relationships
Asian private banks often look for European partners with investment expertise to improve their offer, while relationships with start-ups and tech firms can also help boost innovation in wealth management.
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