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Growing complexity of advisor’s business

The industry went from a business relationship in which customers were mostly demanding to buy products to a relationship focused on finding solutions to specific problems. This situation is highlighted by the questions that more and more individuals ask their advisors.

Read this French article on Finance et investissement


  • Claret
    Claret Asset Management specializes in offering portfolio management services to high net worth clients. We are completely independent and free of conflicts of interest. Claret was founded in 1996 with the objective of answering the growing needs of private investors.

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