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MiFID II impacts in private banking
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| 1.01 MB | Adobe PDF |
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The following report tries to analyze the impact of the new MiFID II regulation on a sample of 4
clients’ portfolios of the Credit Suisse International Wealth Management branch in Portugal. This will
be done with focus on the new product availability to retail clients and considering various scenarios
of allocation and risk level. The main objective is to deduce how significant will be the impact before
and after applying the proposed solutions. This was done to help the Relationship Managers to better
prepare for the challenges rising in 2018.
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Banking Regulation Portfolios Performance