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Credit Suisse PB achieves “record levels” of managed solutions penetration

Credit Suisse Private Banking’s penetration rate in managed solutions reached record levels in 2019, with an unprecedented growth of 30% in advisory mandates and over 20% YoY in discretionary mandates sales by Q3 2019. The momentum looks set to continue in 2020. The growth in advisory mandates take-up was led by increasing client adoption of Credit Suisse Invest. The greater…

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