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Citi targets Swiss family offices with ‘highly beneficial’ PM licence

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Family offices are a key segment for Citi according to its market manager for Swiss private banking, Laurence Mandrile-Aguirre. However, not all of them hold the same status. ‘We have noticed more quality engagement with multi-family offices with the new Finma portfolio manager licence,’ said Mandrile-Aguirre. ‘The new Finma regulation…

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