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Merged portfolio strategy pays off for Credit Suisse

Net sales for both advisory and discretionary mandates up 200% in H1.
Wednesday, September 23, 2015 - 05:50
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Ms Tan attributes business growth to clients' search for solutions to navigate volatility and provide stable long-term performance.

A MERGING of advisory and discretionary portfolio services into a single portfolio solutions team appears to have found traction among Credit Suisse clients.

Net new sales for both advisory and discretionary mandates rose 200 per cent in the first six months of the year, compared to the