17 novembre 2025 | Interventions
The relationship between depositary bank
and wealth manager: selected legal and
contractual aspects (AML, FinSA)
17 novembre 2025 | Interventions
The relationship between depositary bank
and wealth manager: selected legal and
contractual aspects (AML, FinSA)
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.
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.
