Swissrisk Information

Wealth Management Advisory Client Advisory Suite™ (CAS™) is the fundamental tool for increasing competitive advantage within Wealth Management today. By creating a bank-wide unified advisory process to profitably serve affluent to high net worth individuals, CAS™ delivers approved advice that follows bank and client guidelines to protect and enhance your bank's reputation, client relationships and advisor performance. Asset Management Connecting to clients and counterparties Both commercial and regulatory pressures are driving the Asset Management industry to greater connectivity with clients and with counterparties. "Best Execution", which becomes European law in late 2007 under the Markets in Financial Instruments Directive ("MiFID"), along with "Open Architecture" - the drive towards use of third-party investment funds - represent the key challenges and opportunities for Asset Management Executives. Going forward, only the connected will survive.