
Tag Archives: Patrick Dreyfuss


Revised accredited investor regime requires PBs make “substantial changes”

PBs in Asia shift tech focus from client-centricity to RM productivity

February Regulatory Round-up: Australia’s Banking Royal Commission draws to a close, Deadline for SFC’s suitability rules looms, MAS launches fintech guidance

PBs worry SFC’s new suitability rules will “kill” execution-only business

Tech Talk: Patrick Dreyfuss, COO, DBS WM & Evy Theunis, head of digital wealth, DBS Bank

August Regulatory Round-up: Rulings on GFC mis-selling claims released; increasing compliance can be risky

‘Proper’ client segmentation essential as compliance costs rise: DBS’s Dreyfuss

Do private banking apps need trading functionalities?

DBS reduces RM market data costs by nearly 50% with FactSet tools
