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Posts Tagged ‘Private banking’

Private Banking & Asset Management : How to evaluate the potential of your clients ? (Paris)

  In collaboration with JUMP Informatique, Loft Finance presented their client valuation model and its use in strategic client operations, as well as in optimising a company’s value. The presentation took place on the in Paris, Tue. 29th November at Rue St. Honoré. A distinguished audience of 20+ asset managers and private bankers attended.   The Client Valuation Model is designed (more…)

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