While conversations between private banks and their clients on wealth planning and family offices have become increasingly common over the last couple of years, EFG has warned that taking a cookie cutter approach to these solutions will not work. Based in Singapore, Rohit Ganguli, head of wealth planning Asia, at the Swiss boutique, works closely with a global team of…
No appetite for “cookie cutter” approach on family offices: EFG
By Claire Liang, senior reporter | 7 February 2023

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