Case Study

A Well - Known Financial Consultancy

A Well - Known Financial Consultancy

Pages 3 Pages

A Case Study on MoneyWare Integra WMS & RIMS Client Summary The entity is an advisory firm offering bespoke wealth solutions. They focus on five key client segments; viz Small and Medium enterprises, Family Legacies, Senior Management, Professionals and Non Residents. They have enriched experience in handling multi asset class exposure and diverse client needs.

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