Current challenges in private banking and keys to effective business communication
The private banking business in Spain continues to be an attractive niche for the financial sector. According to the consultancy firm DBK, at the end of 2017 the assets under management of clients with financial assets of at least 300,000 euros amounted to 450,000 million euros. A group of almost 400,000 people, most of whom live in Spain, [...]
Communication, key to repositioning investment advisors in the face of Mifid II
The entry into force of MiFID II on 1 January 2018 is causing profound changes in the business models of entities offering investment advisory services. In a process of transposing Spanish regulations into European regulations that is still ongoing, a wide range of entities that […]