Company Tag: Scorpio Partnership
Special Relationships: The art and science of HNW relationship management
Retaining high net worth clients is at the core of the high-value property industry's business model - whether on the buying, selling, investing or developing aspect - and there's a lot that can be learned…
What Wealth Wants: The human and the digital (FutureWealth 2014, #2)
As the face of wealth management changes, with new technology creating new opportunities, methodologies and pitfalls for private client advisors, it's important to strike the right balance between the…
What Wealth Wants: Exploring the HNW client experience (FutureWealth 2014, #1)
Advising the rich is often as much about personal relationships as about professional expertise, especially when it comes to an asset as emotive as a new home.