It took UBS Wealth Management Australia and Crestone Wealth Management (WM) close to 12 months to transfer 70 relationship managers and A$14 billion (US$10.3 billion) in client assets – and this process was “no easy feat”, according to Crestone WM’s CEO and former head of wealth management Australia at UBS, Michael Chisholm, who speaks with Asian Private Banker. “We set ourselves…
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