Portfolio-based Suitability – Framework and Challenges

On 31 January we organized a webinar on “Portfolio-based Suitability – Framework and Challenges”, inviting Amar Bisht, Managing Director of Accenture Wealth Management to present the findings from the Position Paper on Portfolio-based Suitability jointly published by PWMA and Accenture. Afterwards, he and Peter Stein, our CEO and Managing Director discussed some of the key takeaways from the report related to suitability frameworks and the key challenges faced by the banks in their journey of adopting portfolio-based suitability.