Asset Management – Client Segmentation (Part 3 of 4)
Tom Spencer
JUNE 1, 2019
Mutual funds may also go through independent broker channels to be sold on a pure commission basis, although upfront fees ( loads and deferred service charges ) are disappearing amidst investor knowledge and ethical concerns. Ultra-High Net Worth (UHNW) individuals with liquid, investable assets above $25 million qualify for private banking.
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