- within Finance and Banking topic(s)
- with Senior Company Executives and HR
- in Switzerland
- with readers working within the Banking & Credit industries
Seminar of Continuing Training - Part 1: AML, FinSA and
FinIA 12.11.2025
Andrea Ziswiler presented at the annual continuing education
certain aspects, both from a legal and contractual perspective, of
the relationship between depository bank and wealth manager and
their interaction with the client that entered into a wealth
management agreement or investment agreement with the wealth
manager. Among others, the powers of the wealth manager vis-a-vis
the bank to represent the client as well as the cooperation
agreement between the wealth manager and the bank.
The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.
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