Private banks’ monthly statements lack the innovation and transparency that could provide clients with holistic insights on their holdings, thus requiring advisors to do extra legwork translating the data into meaningful and useful information, according to Canopy. “Clients want to be able to see the data in their preferred way,” Michiel van Selm, Canopy’s COO, told Asian Private Banker. “They…
Monthly PB statements lack transparency and innovation: Canopy
Have a confidential tip? Get in touch [email protected]







