Private Banks · Wealth managers

Services taking precedence over fees, Cerulli study shows

Boston downtown at night. Photo by Werner Kurz via Flickr CC-BY-2.0

Services, not fees, are increasingly driving client decisions in wealth management and private banking, a leading US consultancy has concluded in its latest study of clients in the high-net-worth (HNW) and ultra-high-net-worth (UHNW) market segments.

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