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Second Senior Executives Breakfast

Innovation in Wealth Planning

As part of a series of roundtable discussions for private wealth management senior executives, Synpulse held its second breakfast panel discussion on Tuesday 10th July 2018.

Daniele Concari, Associate Partner at Synpulse, responsible for Business Development said, «Attendees benefited from hearing about Wealth Planning best practices, exchanging views on Wealth Planning innovation with peers from the industry and seeing a live demonstration of a modern Wealth Planning tool. »

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