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The services offered by a private banker include customized wealth management plan that may include investment strategies, asset allocation, and other financial solutions. The process typically begins with an in-depth consultation to understand the client’s financial goals, risk appetite, and specific needs.
Special Situations – These funds focus on companies that are spinning off or divesting divisions, reorganizing, or otherwise going through more unusual changes (not just simple acquisitions or capitalraises). 11% I was surprised at the high percentage from sales & trading , but that’s mostly due to classification issues (e.g.,
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