Tailoring Strategies for Savvy Clients
When we think of a typical wealth management client, there is often an assumption that the client, while savvy, still knows less about investment strategies than the financial advisor serving them. However, in the case of Citi Global Wealth at Work, a division of Citi Wealth established in 2021, that’s often not the case.
Among the people Citi Global Wealth at Work serves are lawyers, accountants, private equity professionals, venture capital executives and asset managers. These clients are quite savvy about investment management, but may not have the time or inclination to do it for their own portfolios. Or they may be held back by professional conflicts of interest, according to Mike Remak, head of investments for the firm. Source link
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