Just in the last few weeks with the high-net-worth individuals that we have brought in, either their investment portfolio is a disaster but the wealth management is OK, or it’s vice versa.”
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Summary: A cofounder of Graystone Consulting, Morgan Stanley’s wealth management business that caters to institutions and wealthy individuals, has left the group to start his own independent advisory firm.
Just in the last few weeks with the high-net-worth individuals that we have brought in, either their investment portfolio is a disaster but the wealth management is OK, or it’s vice versa.”
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