Talented private bankers are hard to come by, so they need to be equipped with digital tools, UBS wealth management operating chief Dirk Klee tells finews.asia.
To meet the growing demands from our clients, CreditEase Wealth Management has developed a suite of products and services covering five key areas: investment, learning, life-style, philanthropy and inheritance.
ANZ's group executive for wealth in Australia, Alexis George, said the divestments reflected chief executive Shayne Elliott's strategy of focusing more sharply on competing where it was strongest.
Charles Monat Associates, one of the largest insurance brokers in Hong Kong, plans to boost staff by up to 30pc in effort to improve personalised services for wealthy clients
These fully equipped Wealth Hubs were inaugurated P . Gupta, Managing Director (Retail & Digital Banking) of SBI Corporate Centre, Mumbai.