A screen shows a map of the Greater Bay Area. Bankers and investment advisers are gearing up to sell products under the Wealth Management Connect. Photo: AP Photo A screen shows a map of the Greater Bay Area. Bankers and investment advisers are gearing up to sell products under the Wealth Management Connect. Photo: AP Photo
A screen shows a map of the Greater Bay Area. Bankers and investment advisers are gearing up to sell products under the Wealth Management Connect. Photo: AP Photo

Tapping Wealth Management Connect business will be a challenge for bankers and investment advisers

  • Bankers and advisers looking to sell wealth management products in the Greater Bay Area have to tweak their services based on cultural differences
  • Investors in the Greater Bay Area have diverse investment appetite

Topic |   Greater Bay Area
A screen shows a map of the Greater Bay Area. Bankers and investment advisers are gearing up to sell products under the Wealth Management Connect. Photo: AP Photo A screen shows a map of the Greater Bay Area. Bankers and investment advisers are gearing up to sell products under the Wealth Management Connect. Photo: AP Photo
A screen shows a map of the Greater Bay Area. Bankers and investment advisers are gearing up to sell products under the Wealth Management Connect. Photo: AP Photo
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