But, she said, fundamentally, the client of today and the client of the future want similar things, a personal relationship but I want choice as in how the information is delivered.
Click here for part one of the video
Technology and the client of the future
18 Feb 15
In part two of the interview with Annamaria Koerling, head of wealth management at C Hoare & Co, discusses why she expects to continue to see growth in the number of clients coming from the entrepreneurial sector and from outside of the UK.
In part two of the interview with Annamaria Koerling, head of wealth management at C Hoare & Co, discusses why she expects to continue to see growth in the number of clients coming from the entrepreneurial sector and from outside of the UK.
