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Rockall Technologies

SBL Forum Poll – leading WMs have their say

9 April 2019

“Wealth managers are under increasing pressure to attract and retain AUM while continuously managing contribution to the bottom line. There are more high net worth investors with more choice than ever before – they know the power of their dollar and will shop around for value and services.”

This is an extract from Rockall’s SBL Industry Poll which has summarized the sentiments of over forty representatives from leading American banks and wealth managers.

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