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The Future of the Wealth Management Industry: The S-curve Shift and the Modernization Opportunity | Blog

Everest Group

To embark on this journey, HSBC recently partnered with a European consulting firm, Zühlke, to revamp its mobile wealth management services for UK clients. Zühlke’s experts conducted a study on the investment preferences of British customers, providing insights that enabled HSBC to tailor its services to better meet their needs.

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