Technology & Trends
Embracing blockchain for Seamless Securities Transfers: Reflections from the Past
I vividly recall my days as a back office employee at Citicorp Private Bank in Zurich (today, Citigroup), where I
July 9, 2023
Omnibus Accounts
Industry Insight
Simplified Wealth Management: Unlocking the Power of Omnibus Accounts with Segregated Sub-Accounts
Are you an independent wealth manager struggling to manage the assets of clients booked at multiple banks? Do you lack
April 3, 2023
about this topic
The “Omnibus Accounts” tag focuses on using omnibus accounts in independent wealth management. It discusses operational benefits, risks, and regulatory considerations.
Learn about the advantages and challenges of omnibus accounts. Discover the regulatory aspects impacting their use in investment management.
For wealth managers, the “Omnibus Accounts” tag offers insights into managing these accounts effectively. Stay informed about best practices and regulatory considerations.
get the weekly insights
Fees, mandates and the business of independent wealth management in Switzerland – straight to your inbox.