Private Client Groups (Investment Banks):

A Small But Profitable Business

Recently Released!!!
Date Published: December 7, 2023
Summary PowerPoint Deck: 115 Slides
Reference PowerPoint Deck: 411 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the private client groups business. Other Tiburon research topics address the securities underwriting, mergers & acquisitions advice, and institutional sales & trading businesses. This research fits within Tiburon's financial advisor channels research series.

And this research makes several future predictions for the Private Client Groups business, including:

  • Substantial Growth in the Private Client Groups Business
  • Separation From Investment Banks Asset Management Businesses

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