Word: kaven
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Dates: during 2000-2009
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...also be very close-knit, going beyond the nuts and bolts of standard personal finance. Citigroup Private Bank and UBS host wealth-management training sessions for the sons and daughters of their clients, for example, helping them prepare to manage their inheritance or even take over the family business. Kaven Leung, managing director for Citigroup Private Bank's north Asia and Canada operations, says he regularly takes trips to New York with the family of a multibillionaire Hong Kong tycoon to meet with market analysts and fund managers. Says Leung: "We try to address both the financial needs...