Contact between product selectors and relationship managers in a client setting may be inappropriate, says LGT. Gatekeepers must focus on recommendations, not asset-raising.
Tag : tony stanton
They agree performance is paramount, but while some see brand names as key to fund sales, others see it as a retail game and suggest wealthy clients even prefer boutiques.
Stephen Corry replaces Tony Stanton as Asia chief investment officer of Merrill's wealth arm, while Wilson So joins as head of North Asia global wealth management advisory.
