Three practical ways to dilute a concentrated investment position Citi advisor Samuel Vallières tells how best to reduce the risk of holding more than 10% of one’s wealth in a single asset January 19, 2024 Commentary
How to serve and build lasting relationships with HNW clients Start with a few open-ended questions, writes Citi's Samuel Vallières, then always keep trust, credibility and preparedness in mind August 28, 2023 Commentary
