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Segmenting clients to ensure the best proposition

By International Adviser, 3 Aug 12

Tony Shah, associate director of Christchurch Investment Management, discusses how the company segments its clients in order to provide the correct proposition for each of them, whether these are people planning to retire abroad or those who are internationally mobile. (For part 2, click here) Shah also tells International Adviser editor Mark Battersby, why the […]

Tony Shah, associate director of Christchurch Investment Management, discusses how the company segments its clients in order to provide the correct proposition for each of them, whether these are people planning to retire abroad or those who are internationally mobile. (For part 2, click here)

Shah also tells International Adviser editor Mark Battersby, why the firm continues to keep its base in the City of London and why clients like this.
 

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.