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A leading provider of Investment consulting services

Projects Detail

Investment Solutions/ClO

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Work Proccess

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Actionable insight
  • Risk reporting solutions
  • Reappraising investment strategies for the future
  • Fund strategy
  • Wealth managers and financial intermediaries

Project goals

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90%
Final outcome Success Ratio

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  • Client Name Adam John, UK
  • Case Date 10 April 2024
  • Categories Investment consulting

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