Indosuez Wealth Management has orchestrated a significant transformation in its European discretionary portfolio management (DPM) offering, driven by product innovation and its recent integration of Degroof Petercam.
The incorporation of Degroof Petercam client assets in the first half of the year served as a primary catalyst, substantially increasing the scale of assets under discretionary mandates and helping to propel the DPM penetration rate from 18.1% to 28.9% of total client assets under management (AUM).
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