Families, philanthropy and festive gatherings: PWM Tea Break
Discussing the ‘magic moments’ of dialogue, when families uncover the mysteries of asset allocation and selection together with their advisers, she has a strong belief that the relationship with clients must go much deeper, embracing philanthropy and impact investing.
But not every bank is specialised in these key areas of expertise, as Ms de Angelo tells PWM’s Yuri Bender. While most bankers are generalists, working for high-pressure cost centres, their firms are increasingly realising that a more impactful conversation with clients will lead to greater understanding, more intensive interaction and a longer-term relationship based on trust and mutual respect.
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Further reading
Investors should be treated like invited guests
Family wellbeing is the missing piece in succession planning
Ultra-wealthy turning to advisers for more than money
