The principle of focusing on its clients’ needs has led CMB to set up a special unit, the Intermediaries Unit, to provide services to professional wealth managers, mainly independent wealth managers.
This unit caters exclusively for professional clients in order to rule out any risk of conflict of interests.
It consists of a team of seven, to ensure continuous service during office hours.
It constantly develops its service offer to improve the quality of service enjoyed by independent wealth managers.
The Intermediaries Unit offers a variety of services as listed below.
CMB’s services for professional intermediaries, in particular independent wealth managers, include: