Wealth management is at a crossroads. Trillions is set to pass down the generations. Family offices have been mired in scandal. Switzerland’s reputation is no longer what it was.
Among banks, Morgan Stanley has built an enviable reputation in the space, but peers like Citi are trying to overhaul their own offerings to take the top spot.
All the while, new digital platforms are trying to broaden their appeal to higher-net-worth clients and discretionary fund managers are trying to build future-fit portfolios to stay ahead of the pack.
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