Responding to the need to enhance cross-border synergies in wealth planning, insurance broker Charles Monat Associates (CMA) is fine-tuning its business strategy to better work in tandem with its partnering PBs. In a recent restructuring, the Hong Kong-based, HNW-clients focused insurance broker appointed its Hong Kong CEO Berry Wong in the newly created role of APAC CEO while Singapore CEO…
As HNWIs diversify within the region, aligning Hong Kong and Singapore business is crucial: Charles Monat Associates
