Choosing between boutique wealth managers vs big private banks

Jessica Cutrera of Leo Wealth

Apr 5, 2017

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In a video interview, Jessica Cutrera of The Capital Company explains why and how independent wealth managers can help clients meet their needs going forward by offering more choice.

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1. Are big private banks the only option today given the cost of doing business?

2. Are boutique and independent wealth managers the best choice for clients today?

3. Is more consolidation a good thing?

4. Should scale be a priority to succeed?

5. What will the wealth management landscape look like in the next five years?

Video transcript

1. Are big private banks the only option today given the cost of doing business?

2. Are boutique and independent wealth managers the best choice for clients today?

3. Is more consolidation a good thing?

4. Should scale be a priority to succeed?

5. What will the wealth management landscape look like in the next five years?

More videos from Jessica Cutrera, Leo Wealth

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