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Orbium’s Wealth Management C-level survey, part 1

Ian Woodhouse, Head of Strategy and Change, spoke to The Wealth Mosaic about the findings from Orbium’s wealth management C-level survey, covering:

  • The idea and focus of the survey
  • Some of the key findings from the survey
  • The issue of diverse financial performance
  • The change in client segments
  • And the industry’s ability to manage new technologies

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