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They may help with underwriting, fundraising, credit or financial advice. PortfolioManagement Merchant banking companies provide portfoliomanagement services to high -net-worth individuals and corporate investors. What is a Merchant Bank? Merchant banks may also provide services to high net worth individuals.
A private banker is a financial professional who manages the investments and financial needs of high-net-worth individuals and organizations. Private bankers provide personalized financial services, such as assetmanagement, estate planning, and tax advice.
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