How Private Clients Should Choose The Right Professional Advisers

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Mark Smallwood explains why the timing is right to bring an offering like Confidentem Private Office to market – helping to work with HNW clients to source the right solutions to increasingly complex estate, succession and governance needs.

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1. How today should clients choose their professional adviser?

2. Do you think that it's the clients' fault - that they don't explain exactly what their needs are?

3. Do you think challenges like CRS are making the need for advice and wealth solutions much more important?

Video transcript

1. How today should clients choose their professional adviser?

2. Do you think that it's the clients' fault - that they don't explain exactly what their needs are?

3. Do you think challenges like CRS are making the need for advice and wealth solutions much more important?

More videos from Mark Smallwood, Deutsche Bank Wealth Management

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