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TMG Client Profile:

Institutional and High-Net-Worth Industries (IHNW)

Investment Manager

Provides investment management services to institutions and individuals in a customized and client-centric fashion. Historical center of gravity in terms of investment management asset growth.

Current trends across IHNW landscape:

  • Slowing growth rates due to market downturn and investment alternatives
  • Operational inefficiencies and distractions
  • Employee knowledge and retention issues
  • Technology complexity
  • Need for product diversity

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