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
