The Swiss bank has rejigged its platforms and services unit for financial intermediaries.

Vontobel is bundling its advisory capabilities for financial intermediaries and ultra-high-net-worth individuals (UHNWI) within wealth management. The move is aimed at aligning the needs of UHNWI private clients ‘to a significant extent with the institutional investment needs’ of financial intermediaries and family offices. Going forward, the platforms and services teams that manage the platforms for financial intermediaries and Vontobel’s transaction banking solutions will b

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