Linda York is a senior vice president in the Cogent Syndicated division where she leads the Wealth Management Syndicated Research & Consulting practice. She has over 20 years of experience in financial services spanning responsibilities in finance, marketing and business strategy. Before joining Escalent, Linda was the practice director of Syndicated Research at Cogent Research, where she managed the product development and execution process for syndicated research projects and consulted with dozens of clients in the retail and institutional wealth management space.
How does an institutional investor choose where to place its money?
Report reveals how firms are winning in client engagement.
"Institutional asset managers are putting a significant emphasis on digital outreach in a bid to capture the attention of new clients. However, our research indicates that in-person interactions are the most important tool managers can leverage during the consideration phase. Brands should balance the use of digital platforms with the benefits of face-to-face connection to ensure they are cultivating meaningful relationships and building trust and rapport."