Swiss Wealth Management Group Julius Baer Introduces Digital Advisory Suite for Asian Markets
Swiss wealth management group Julius Baer has introduced its Digital Advisory Suite (DiAS) in Asian markets. The DIAS soluton aims to simplify the regulatory compliance process for relationship managers, allowing them to provide compliant advice to their customers. The suite serves as a “fully-integrated” solution…. Read More
Read more in: Asia, Fintech | Tagged compliance, europe, financial management, investment advice, investment portfolios, jimmy lee, julius baer, nicolas de skowronski, southeast asia, switzerland, wealth management
