751b how do they do it? 👀 investing for the ultra-high net worth (with Scott Fletcher of Woodbury Private)
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Navigating the Private Banking Landscape
This chapter examines the intricacies of private banking for ultra-high net worth individuals within major Australian banks. It highlights the personalized services offered by private bankers, the regulatory challenges they face, and the varied spending and investment habits of wealthy clients. Additionally, it probes into the experiences of financial advisors managing such affluent individuals, emphasizing the complexities and expectations inherent in this specialized sector.
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