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Francesco de Ferrari: Credit Suisse PB’s new digital advisory platform is a “stepping stone from transactional to DPM”

Francesco de Ferrari

Credit Suisse Private Banking plans to use its new digital advisory platform, CS Invest, to “tackle” the non-discretionary business in Asia, Francesco de Ferrari, head of private banking APAC and CEO of Southeast Asia at the bank, tells Asian Private Banker. “In Asia, the structure of the market is such that for DPM (discretionary portfolio management), the penetration is still…

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