Private Wealth Management – Whom would you go with?

Hi Rodinhooders, I work in the Financial Services industry and my entrepreneurial aspiration revolves around managing money for people. Please spare some time to share your views on this: 

Whom amongst these would you prefer to have as your Wealth/Investment Manager –

A big Bank (ex. CITI, Deutsche Bank, ICICI Bank etc.), a hard-core Broking Firm (say, Motilal Oswal, Anand Rathi, IIFL Private Wealth etc.) or a Boutique Wealth Management firm/Independent Financial Advisor (say, a well known private firm in your town/city but limited to that geography only).

It would be great if you could also share the reasons for your choice and some real-time experiences you would have had dealing with any of them.

If someone doesn’t already have an experience dealing with a wealth manager, you can still answer this hypothetically – just think of it like this – If 3 representatives from these three kind of set-ups were to approach you to manage your portfolio, whom would you go with(& reasons)?

Thanks!!

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