by Richard Harris | May 21, 2015 | Investment Case Studies
Constructing a complete investment management advisor from a ‘lost’ sales team Background: Major global private bank wanted to establish a presence in Korea. management had hired a team of private bankers but had not had time to develop the investment platform....
by Richard Harris | May 11, 2015 | Investment Case Studies
Establishing an independent multi-asset fund manager Background: Family Office in Hong Kong wanted to establish their investment operations independently to a high level of fiduciary responsibility so as to be able to accept money to manage from third party clients....
