Market Insight to Inform a Wealth Management Initiative

A partner at a regional PE firm was expanding its investment platform to open a wealth management practice for its region. He needed someone with relevant experience to provide more comprehensive insight into the current market. BTG supplied an investment banking and wealth management executive of 30 years who had previously led private banking at UBS and HSBC. Through a one-day intensive working session, the talent worked with the client to correctly size the market and align around next steps.

Value: Industry expert to ensure an accurate new market assessment

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