Client Management
| Date: | June 2006 |
| Author: | Peter Ellis |
| Price: | £500 to non-members of the Investit Intelligence member service |
This research paper looks at all aspects of client servicing, outside of the investment process; sales and marketing, relationship management, reporting, implementing client instructions, client query handling and other, ad hoc requests.
What do institutional and private clients want and expect from investment managers' client servicing departments? And what are investment managers delivering to clients? The paper investigates the business processes, organisational structures and systems involved in client servicing - and how this has changed in recent years. The paper looks at the pressure points for further change and what are likely future trends and best practice requirements.
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