The wealth and asset management industry is at an important cross-road to meet the issues for clients, across the board, who face unprecedented challenges.
After a career of nearly forty years dedicated to this industry – a passion since the first day – Denis Bastin seeks to provide thoughtful advice and solutions based on the following precepts:
- one client at a time,
- personal assignments with no delegation,
- work closely with each client to arrive at best-actionable- recommendations,
- take time to understand the people dynamics and the genetic make-up of each firm,
- within each assignment quote, time to arrive at satisfactory results will not be a factor,
- seek to build long term relationships,
- always tell the truth and not swayed by what the client wants to hear or different constituencies within the firm