r/wealthmanagement

Hi everyone,

I work in private banking and recently shifted to a new team. I’ve been struggling with outreach to PE/VC partners and fund founders, and I’m looking for actionable, creative outreach strategies to meet them for first time.

If you’re on the PE side or a UHNW individual, what outreach approaches actually resonate with you, and which ones fall flat? Any frameworks or unique angles I should test?

Thank you!