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How are PBs in Asia progressing along the path of personalisation?

Personalised advice services in Asia’s private banking space took off in 2014 when UBS Global Wealth Management introduced its digital Advice tool — the first of its kind in the region. Five years on, and the flat-fee advisory model has blossomed as rival banks followed suit to provide tech-enabled offerings that deliver tailored investment advice aligned to their house views….

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