Management Consulting

We routinely are called upon by European based wealth management institutions for advice concerning the advisability of servicing certain markets, in particular the U.S. market. We advise on the overall market oppertunity, strategies for pursuing the market and the advisability of particular implentation models. As the industry adjusts to increasing transparency, we provide institutions with advice on how to compete with on-shore providers by offering similar products and comprehensive advice to their clients.

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Primary Contacts:

Cindy Chambaud

W Brent Vanderbrook

 
 

 

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